ProSeries® Tax
Time-Saving Features

Learn how your peers are improving their workflow and saving time with ProSeries.

Featured Time Savers 

See the full list to learn about all of the features that will save you time this tax season.
 


 

"Where Do I Enter" Look-Up Tool

Saves 15 minutes

Find the appropriate form and field when you are not sure where to enter certain data into your client's return. 

 

 

K-1 Transfer

Saves 29 minutes

 

Import information from the Schedule(s) K-1 in an Intuit ProConnect ProSeries Basic 1065, 1120S, or 1041 client file to Schedule K-1 worksheet(s) in a client’s Form 1040 return.

 

 

Financial Institution Download

Saves 50 minutes

 

Download your client's 1099-B, 1099-INT, and 1099-DIV data directly from participating financial institutions through a website that is easy for you and your clients to use and access. This is fully integrated and included with ProSeries.

 

 

 

Client Advisor

Saves 24 minutes

 

Generate a list of up to 71 tax planning suggestions on how your clients can help reduce their future taxes.

 

 

Even More Time-Saving Features

Time Savings

Feature Description Resources
50 min Financial Institutions Download Download your client's 1099-B, 1099-INT and 1099-DIV data directly from participating financial institutions through a website that is easy for you and your clients to use and access.  This is fully integrated and included with ProSeries. Read Article 
40 min Import from QuickBooks, Quicken, and TXF

Import financial data directly to ProSeries from key resources, including QuickBooks, Quicken, and Tax Exchange Format (TXF). 

 

 

29 min K-1 Transfer

Imports information from the Schedule(s) K-1 in a ProSeries 1065, 1120S or 1041 client file to Schedule K-1 worksheet(s) in a client's Form 1040 return.

24 min Client Advisor (71 Planning Suggestions)

Generate a list of up to 71 tax planning suggestions on how your clients can help reduce their future taxes.

22 min Tax Planner

Estimate tax payments, witholdings, income expenses, etc, over a number of years.

22 min Tax Return Input Guidance

Used to help guide your tax return input; a powerful feature that can help improve your efficiency in locating tax forms and speed of data entry. 

Read Article
22 min Filing Married Filing Joint Form 1040 with Separate Stats for Taxpayer and Spouse Use the Split Joint Return feature to split a Married Filing Joint Individual return into two separate Married Filing Separate returns for the taxpayer and spouse, without calculating by hand, preparing multiple returns, or changing the original return. Read Article
20 min Quick Entry Sheets

Use these worksheets to quickly enter data into the input fields of the actual forms.  From these worksheets you can also toggle back to the specific form as well.

17 min Task Scheduler

Set up your ProSeries software to automatically download updates for software updates and form changes — as well as e-File acknowledgements and tax alerts. 

16 min Multi-Year E-File

E-File returns, and other supported forms accepted for prior years (2 years back).

Read Article
15 min Use Where Do I Enter

Find the appropriate form and field when you are not sure where to enter certain data into your client’s return.

15 min Line-Sensitive Help

Trace the source of field data, or use it to understand what information you should include in a particular field.

 

13 min Constant On-Screen Help

Information about the line you are currently on links to most common support question; includes 'Ask ProSeries' Search Help

Read Article
12 min Download Next Year's Products 

Use this year's ProSeries to automatically download next year's product.

Read Article
12 min Visually Appealing Client Presentation

Provide your clients with visually appealing charts and graphs on bottom line, income and deductions, and comparisons with prior years.

11 min E-mail PDFs from within ProSeries

E-mail password-protected client returns directly from within ProSeries.

Read Article
11 min Managing e-File Status

View, track the status, and manage e-Filed returns.

11 min Client Checklist

Create a list of items needed for this year's return, based on last year's return.  Also, an encrypted version of the list can be e-mailed. 

10 min  Keyboard Shortcuts

Use keyboard shortcuts to move around quickly in the software.

Download Shortcuts

10 min Tax Summary

Quickly access and review summary information on the client return. 

Read Article
10 min Client Status

Review and keep track of the progress and status of a client return with this summary audit report.

10 min Missing Client Data

Keep track of all of the missing client data in a return. Then, track the status, e-mail the client a request, and quickly link back to the field location as you receive updates on the missing data.

8 min Client-Specific Billing Options

Set up client-specific billing options using different billing methods (flat fees, hourly fees or charges per form).  Also includes a billing clock and editable invoice

Read Article
6 min PDF Attachments to
e-File

Attach PDFs to Individual 1040 and State e-Filed returns.

Read Article
3 min Client Snapshot

Generate a list of up to 71 tax planning suggestions on how your clients can help reduce their future taxes. 

Time Savings

Feature

Resources

50 min

Financial Institutions Download

Read Article

 

 

40 min

Import from QuickBooks, Quicken, and TXF

 

Watch Video

 

29 min

K-1 Transfer

 

 

24 min

Client Advisor (71 Planning Suggestions)

 

 

22 min

Tax Planner

 

 

22 min

Tax Return Input Guidance

Read Article

22 min

Filing Married Filing Joint Form 1040 with Separate Stats for Taxpayer and Spouse

Read Article

20 min

Quick Entry Sheets

 

 

17 min

Task Scheduler

 

 

16 min

Multi Year E-File

Read Article

15 min

Use Where Do I Enter

 

 

15 min

Line Sensitive Help

 

 

13 min

Constant On-Screen Help

Read Article

12 min

Download Next Year's Products 

Read Article

12 min

Visually Appealing Client Presentation

 

 

11 min

E-mail PDFs from within ProSeries

Read Article

11 min

Managing e-File Status

 

 

11 min

Client Checklist

 

 

10 min 

Keyboard Shortcuts

Download Shortcuts

 

 

10 min

Tax Summary

Read Article

10 min

Client Status

 

 

10 min

Missing Client Data

 

 

8 min

Client Specific Billing Options

Read Article

6 min

PDF Attachments to
e-File

Read Article

3 min

Client Snapshot

Watch Video

Want to learn how to most efficiently use these features? 

 

Visit ProSeries Training Center