ProSeries Tax® What's New

 

 

Are you a returning customer but have not yet renewed?

Adding new tax forms and supporting more e-File continues to be our top priority. In Tax Year 2015, you were able to
e-File 62 new tax return types (such as amended, extensions, estimated payments and more) for 16 states including individual, partnership, corporations, s-corporations, and fiduciary.
 

For Tax Year 2016, we've added more enhancements primarily related to equipping you with tools to better serve your clients and  streamlining your workflow. 

 


Intuit ProConnect New! 

A Sneak Preview at Our New Family Brand.

 

Strong client connections are vital to both your practice and your success. To show our shared commitment, we are launching a new family brand for our professional tax products called Intuit ProConnect. Rest assured, nothing about Intuit ProConnect ProSeries will change. Intuit ProConnect is part of our promise to better connect you with your clients by making all other Intuit products and services work better with your tax software.

 

Learn more about Intuit ProConnect 

 

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Tax Planning Guide New! 

To show our appreciation to our ProSeries customers, we have created a 30-page Tax Planning Guide that can help you jumpstart your Tax Year 2016 research and includes tips to help you and your team work more efficiently. 

 

Our Tax Planning Guide includes: 

  • New Tax Law Changes
  • Key Tax Facts for 2016
  • Informative Guides 
  • Digital Calendar 
     

Download the ProSeries Tax Planning Guide

 

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Intuit Link Updated! 

In Tax Year 2015, we integrated Link into ProSeries and it has been consistently rated highly among tax pros and their clients.  With Link, your peers get 70% of all data and documents they request from their clients, making it easier and faster for your clients to deliver what you need to get started. For Tax Year 2016, we have added key enhancements to help you deliver a customized experience to your clients. 

  • Auto-Reminders: Quickly schedule client auto-reminders for missing data
  • Custom Branding: Add your firm’s branding for a professional, customized look
  • Email Templates:  Generate frequently used client e-mail templates
  • Checklist Templates:  Create frequently used client checklists and questionnaires (1120, 1120S, 1065, etc.)
 

Watch this short video and find out why taxpayers prefer Link or visit the Intuit Link website

 

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ProSeries Training Center Updated! 

The online ProSeries Training Center now offers a new self-paced training option, providing over 40 short videos offering on-demand training and demonstrations on a variety of topics.

 

Learn how to leverage everything that ProSeries has to offer by attending a live seminar, webinar, or webinar records. Video modules are organized in an easy to navigate fashion, beneficial to ProSeries software users of all levels, both new and experienced. Whether your free time is limited and you are looking for an edge to gain efficiency, or just want to learn more about ProSeries, these self-paced training videos can provide the knowledge that you are looking for. 

 

For more information, please visit the ProSeries Training Center.

 

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Dedication to Enhanced Software Performance

Easier to use and even higher quality.

 

Simpler downloads and updates, improved performance, and additional point-of-need guidance. Plus, to get direct feedback from customers, we are sending our engineers to trade shows, events, and on personal office visits to boost our quarterly system tune-ups.

 

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Tax Year 2015 Forms for Print

Stay tuned for new Tax Year 2016 Forms

 

 

Federal

  • 14039 Identity Theft Affidavit
  • Fiduciary Form 1099-R

 

California

  • Exempt Form 990
     

Illinois

  • New worksheets to support K-1-T and K-1-P 

 

 

Maine

  • Fiduciary returns

 

Minnesota

  • Minnesota Corporate – Client Letter now includes estimates


Texas 

  • Fiduciary returns

 

Vermont

  • Fiduciary returns 

Tax Year 2015 E-File

Stay tuned for new Tax Year 2016 e-File capabilities

 

 

Alabama

  • Fiduciary Return 
  • Partnership PTEC
  • S-Corporation PTEC

 

Arizona

  • Fiduciary Return
  • Fiduciary Amended Return

 

Colorado

  • Fiduciary Return

 

Connecticut

  • Fiduciary Return
  • Fiduciary Extension
  • Fiduciary ES Payments

 

Indiana

  • S-Corporation Return

 

Maine

  • Fiduciary Return

 

Maryland

  • Corporate Amended Return
  • Corporate ES Payments
  • Partnership Amended Return
  • Partnership ES Payments
  • S-Corporation Amended Return
  • S-Corporation ES Payments

 

 

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Minnesota

  • Fiduciary Return

 

Michigan - Detroit

  • e-File for Detroit City returns as part of the Michigan Individual return

 

Missouri

  • Fiduciary Return

 

New Jersey

  • Corporate Amended Return
  • Corporate Extension
  • Corporate ES Payments
  • Fiduciary Amended
  • Fiduciary ES Payments
  • Partnership Returns –
    Modernized EF
  • NJ 1065 CBT Returns
  • Partnership Amended Return
  • Partnership Extension 
  • NJ 1065 CBT Extension
  • NJ 1065 CBT ES Payment
  • S-Corporation Amended Return
  • S-Corporation Extension
  • S-Corporation ES Payments

 

North Carolina

  • Corporate Return
  • Corporate Amended Return
  • S-Corporate Return
  • S-Corporate Amended Return

Pennsylvania

  • Fiduciary Return
  • Fiduciary Amended Return
  • Partnership ES Payments

 

Tennessee

  • Corporate Franchise
    Amended Return
  • Fiduciary Return
  • Fiduciary Amended Return
  • Fiduciary Extension
  • Partnership Return
  • Partnership Amended Return
  • Partnership Franchise
    Amended Return
  • Partnership Extension
  • Partnership ES Payments
  • S-Corporation Franchise Amended Return

 

Vermont

  • Corporate Return 
  • Corporate Amended Return
  • Fiduciary Return 
  • Fiduciary Amended Return
  • Partnership Return
  • Partnership Amended Return
  • S-Corporation Return
  • S-Corporation Amended Return

ACA Interactive Guide

The ACA Interactive Guide has been a hit with preparers, providing step-by-step guidance through the provisions of the Affordable Care Act. The guide garnered several hundred thousand views by preparers nationwide. Updated to include Tax Year 2015 content, the guide is conveniently located on the Help screen of the Tax Year 2015 Healthcare Entry worksheet and can also be accessed here. Updates are planned for Tax Year 2016. 

 

For more resources and tools, please visit our Affordable Care Act Center

 

 

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Pay-by-Refund

Clients have traditionally been limited on how they paid their tax prep fees. The main options are by check or credit card. Intuit’s Pay-by-Refund offers a convenient way for taxpayers to pay tax prep fees directly from their refund. This service also helps you manage receivables since you are getting paid directly from your client’s refund, so there are no invoices to mail or additional follow up required. You can also make money through incentives for funded federal Pay-by-Refund filings without charging your clients more.

 

Benefits to you:

  • Reduce time spent invoicing and collecting receivables since your fees are paid directly out of your client’s refund
  • Earn $10 for funded Pay-by-Refund transactions1 without charging your clients more
  • Help your clients keep more of their refunds with lower fees than some other providers
  • Attract more customers by offering an attractive alternative way to receive their refund
  • Help you compete with the tax stores by offering the same convenience with lower fees

 

Benefits to your clients:

  • Provide your clients a convenient payment alternative to checks or credit cards
  • Your refund clients can pay nothing out-of-pocket to get their taxes done
  • One flat $35 bank set up fee per federal return, no additional processing fees1
  • Help your clients keep more of their refund with lower fees than other providers
  • Your clients don’t need a bank account to receive their refund 

 

Learn more about Pay-by-Refund

 

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eSignature powered by DocuSign

Receive client signatures electronically the IRS- approved way. eSignature facilitates the collection of client signatures for form 8879 with email notifications, tracking and reminders.  Learn more...

 

Docusign integration for eSignature is only available for ProSeries Professional Edition.

 

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Document Management

Intuit continues to offer our customers choices in Document Management. 


Intuit DMS

Intuit DMS was made available for purchase again in Tax Year 2015 and is still available for 2016. It includes an improved PDF viewer experience and upgrades to help it work better on newer versions of Microsoft Windows software.

 

SmartVault for ProSeries

We continue to offer SmartVault through ProSeries. SmartVault offers a best-in-class, integrated document management solution that automates your tax prep workflow and helps maintain data protection at all times.

 

Learn more about our Document Management solutions

 

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Important offers, pricing details, & disclaimers
  1. Offer available for current ProSeries, Lacerte and Intuit Tax Online customers only for a limited time only. Credit applies to Pay-by-Refund transactions through a participating bank only. Participating banks are Santa Barbara Tax Products Group, Refund Advantage, Republic Bank, and River City Bank. You must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees to be eligible. Earn a $10 credit for every federal Pay-by-Refund transaction funded through a participating bank from 1/1/16 thru 4/30/16 beyond the number of Pay-by-Refund transactions (formerly called “Refund Transfers”) from the prior tax year. Credits will be delivered from participating banks by 5/31/16. $35 bank set up fee applies to each federal Pay-by-Refund transaction. Additional fees apply to state Pay-by-Refund filings. Terms, conditions, pricing features and support for all offers subject to change without notice.