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ProSeries early release program

SOLVEDby Intuit4Updated September 28, 2022

Welcome to the ProSeries 2022 early release program. The early release of Intuit ProSeries Tax for tax year 2022 that you will install is fully functional. Starting in November, your software will update normally as tax season releases become available.

Prerequisites 

  • You should have valid My Account sign-in credentials.  
  • Your ProSeries license should be renewed for tax year 2022.  
    • If you have not yet renewed for tax year 2022 see here for how to renew. 
  • Make sure you meet the current system requirements

What should I try out in early release?

Here are a few things that you can do to help us assess the performance of ProSeries during the early release program:

  • Install ProSeries for tax year 2022.
    • Click here for information on installing if you use Intuit Hosted.
    • Click here for information on installing ProSeries Basic or ProSeries Professional as a stand alone.
    • Click here for information on installing ProSeries Professional as a network.
  • Add on workflow tools: Hosting for ProSeries, eSignature, Pay-by-Refund, and Protection Plus.
  • Create custom views in HomeBase.
  • Check out the right drawer: Messages from ProSeries, eSignature, and Integrations.
  • Transfer returns for your clients.
  • Print a client letter and return at the same time.
  • Perform some basic operations with your client files.
  • Perform other tax preparation activities. 
  • Provide feedback about the ProSeries Early Release by clicking here and choose Join the Group to join the discussion on community.

If you need help, you can find articles on using ProSeries in the Community.

What's not included in early release?

Most forms, schedules and worksheets will be in draft for the early release program.

You can transfer all your clients from prior year however state returns can't be used until states are released.

Follow these steps to install ProSeries Professional or Basic as a stand alone:

  1. Sign to My Account.
  2. Enter your Email or user ID and Password, and then click on Sign In.
    Sign-in screen
  3. To download the current year's program, click respective Download button. For prior tax years, select Previous Years and click on the year you need to download.
    • If the drop-down does not show the current tax year, you may need to use the Renew Now button to renew your software license.
  4. When asked Do you want to run or save this file? click Save.
  5. Click Save again to finish saving the file.
  6. Press CTRL + J on your keyboard to open your Downloads.
  7. Run the downloaded file. If installing ProSeries Professional it will be CoreInstallerTY21.exe. If installing ProSeries Basic it will be BasicInstallerTY21.exe.
  8. The install wizard will start.
  9. Follow the on-screen instructions to walk you through the setup.
  1. To provide feedback about the ProSeries Early Release clicking here and choose Join the Group to join the discussion on community.

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Follow these steps to add ProSeries Early Release to the Intuit Hosted environment:

  • If your account has been migrated to the new Right Networks AppHub:
    1. Sign in to the Right Networks AppHub.
      • Users with the User (no catalog) role will need the Account Owner or someone with the Account Admin role to install apps for them.
    2. You'll be taken to your My Apps screen. Scroll down to the Available Applications section and locate 2022 Professional Tax (Network) if you have a Network License or 2022 Professional Tax (Standalone) if you don't have a Network License.
    3. Select Install.
      • The installation will begin, and when it's complete, you'll see 2022 Professional Tax join the Installed Applications section.
    4. If you are the Account Owner or Account Admin and also want to install the new year for your other users:
      1. Select the Admin Console.
      2. Go to the Users tab.
      3. Click on the name of the user to be taken to their Apps screen.
      4. Scroll down to the Available Applications section and locate 2022 Professional Tax (Network) if you have a Network License or 2022 Professional Tax (Standalone) if you don't have a Network License.
      5. Choose Install.
        • The installation will begin, and when it's complete, you'll see 2022 Professional Tax join the Installed Applications section.
      6. Select All Users in the upper left if you need to repeat for additional users.
  • If you are still using the old Right Networks My Account portal:
    1. Sign in to Right Networks My Account portal.
      • If your account was migrated to the new Right Networks AppHub you'll be advised: "We're sorry, your login credentials do not work with MyAccount. Please go to our AppHub login."
    2. Go to the Users tab, then select a user by clicking on their name.
      • Users with the User (catalog) role will be taken directly to where they can install apps for themselves.
      • Users with the User (no catalog) role will need the Account Owner or someone with the Account Admin role to install the apps for them.
    3. You'll see a screen showing the user's installed applications. Scroll down to the Available section and locate 2022 Professional Tax (Network) if you have a Network License or 2022 Professional Tax (Standalone) if you don't have a Network License.
      ProSeries Install App_INTHost_US_Ext_040622.png
    4. Click the Install App button.
      • The installation will begin, and when it's complete, you'll see 2022 Professional Tax join the Installed section.
    5. Select Home at the top left of your screen, or use the back button in your browser, to return to the landing page for your account.
    6. Repeat steps 2 through 4 for each remaining user.
  1. To provide feedback about the ProSeries Early Release clicking here and choose Join the Group to join the discussion on community.

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