TurboTax is only licensed for personal use, and it is not compliant with IRS regulations for paid preparers. Intuit offers ProSeries, ProConnect, and Lacerte Tax software, which are IRS-compliant for tax professionals who are filing multiple returns.
Intuit’s Easy Start onboarding program will guide you through converting your software from TurboTax to Intuit’s professional software. Find out what items can be converted when you switch to ProSeries, ProConnect, or Lacerte Tax.
You must have a Preparer Tax Identification Number (PTIN) as well as an Electronic Filing Identification Number (EFIN) to file taxes with Intuit’s professional tax software. Find out more about the PTIN and the EFIN requirements and application process.
TurboTax is only licensed for personal use. If you'd like to prepare professionally, we have a number of software options available.
We have lots of information on starting a new tax practice. You can learn more about it with our online guide.
We are here to support you every step of the way while you get up to speed with your new tax software. Our Easy Start new-customer onboarding program will help you with everything you need to get started. We also have extensive training resources to support you for the future.
New customer onboarding
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