Download the Professional Tax Planning Guide 2023

Plan ahead for your firm + your clients.

Stay on top of your tax year with an overview of the key tax law changes that come into effect in tax year 2023, plus every critical deadline, to-do, and other considerations that will help keep you and your clients on track every month.

Guide provided by ProConnect Tax

ProConnect Tax is automatically updated with every new IRS requirement, so you can file with confidence, without the IT work. Try a full working version now for free.

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- Tax year 2023: All ProConnect Tax 2023 tax returns purchased are tax-year specific. Starting in tax year 2023, any unused pay-per-return tax returns can be used for the specific tax year purchased for up to three years. The purchase of 2023 ProConnect Tax Unlimited is applicable for usage in tax year 2023 only, valid through December 31, 2024. Validity does not apply to usage in other product years. Refunds will not be given for prior purchases of ProConnect Tax or unused returns. ProConnect Tax returns are credited to the Customer Account Number that purchased them and cannot be transferred to other Intuit accounts.
- ProConnect Tax Value 100 package information: Package available for a single user only. Package enables100 return total purchase (up to 25 business returns, the remainder IND or all IND) for $2,999 excluding sales tax. One time use promo offer. If the customer goes over the number of returns in the initial package, the cost will be $44.95 for incremental individual returns and $54.95 for incremental business returns, excluding sales tax. Must purchase by 4:59 PM PT on November 30, 2023, in order to obtain the offer. Offer valid only for new customers (offer not available to current Lacerte, ProConnect or ProSeries customers). Terms, conditions, pricing, features, service, and support options are subject to change without notice.
- Save 35% off:
  the purchase of all tax year 2023 ProConnect Tax returns purchased between 8 am CT on August 1, 2023, through October 31, 2023. Savings calculation based on tax year 2023 list price. 35% discount is a limited-time offer for new customers that may only be claimed once. Purchase discounted returns directly from Intuit ProConnect Tax at ito.intuit.com or call 833-603-0130.
- ProConnect Tax Unlimited offer:
  ProConnect Tax Unlimited is available for 40% off for tax year 2023 until April 15, 2024. Discount is a limited-time offer for new customers that may only be claimed once. Add-on services excluded.
- Refund policy:
  If you purchase returns between the date of first availability of the next tax year, but before December 21, 2023, you may cancel your order. In the event you do not cancel your purchase before December 21, 2023, or purchase returns after December 21, 2023, Intuit shall issue a refund on unused returns within thirty (30) calendar days from your purchase date upon request. No other refund requests shall be honored.
- *10+ return price lock:
  When you buy ten or more returns, you can lock in your tax year 2022 per-return rate for any additional returns you buy for the remainder of the season. After your initial purchase of tax returns, you can later buy additional returns at the same per-return price -- no minimum return requirements for later purchases. If you purchase a larger volume of returns in your initial purchase, greater discounts are available.
- Guarantee: per-return price won’t increase more than 7% next tax year:
  Available only to new users of ProConnect Tax software who have not used Lacerte or ProSeries in tax year 2022. Your per-return price in your first year will be based on current-year pricing for the ProConnect Tax number of returns and type you select. After your first year, the annual renewal per-return price may increase. In the event of a price increase, your annual renewal per-return price will reflect a percentage increase that is less than or equal to the percentage increase of the ProConnect Tax list price, but in no case will your renewal per-return price increase more than 7% per year. This price increase limitation is available through your second year as a customer.
- #1 professional tax software on the cloud:
  Based on Intuit internal data of the number of paid users of ProConnect for tax year 2020 compared to publicly available statements from competitors for the same time period.
- QBOA:
  QuickBooks Online Accountant; available separately.
- * Based on Intuit internal review as of August 2023, of publicly available statements from competitive professional tax software providers.
- Terms, conditions, features, availability, pricing, fees, service and support options are subject to change without notice.

© 2023 Intuit Inc. All rights reserved. Intuit, the Intuit logo, ProConnect, and Lacerte, among others, are trademarks or service marks of Intuit Inc. in the United States and other countries. Other parties' trademarks or service marks are the property of their respective owners and should be treated as such. Terms and conditions, features, support, pricing, and service options subject to change without notice.

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