ProSeries  Tax®
Time 
Savings 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 a 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.

 

 

Intuit Link

Saves 18 minutes

 

A digital version of the Cleint Checklist with an expanded client questionnaire that helps you get the information you need from your clients to prepare their returns— on average, 30% faster than traditional organizers. 

 

 

 

Even More Time Saving Features

Want to learn how to most efficiently use these features?