To use Tax Scan and Import for Lacerte or ProSeries Professional, you'll need: A high-speed internet connection. Adobe Flashplayer 9 or higher, for working with financial institution downloads. Microsoft .NET Framework 4, for working with scanned documents. Microsoft Excel version 11 (Office 2003) or higher, for spreadsheet functionality.Modified Jun 5, 2018. 2 min read. Intuit® ProConnect™ ProSeries ® has added new features to the 2016 release. ProSeries has simplified the process of attaching PDFs to a return and selecting federal and states products for e-file. In addition, ProSeries has increased security by masking sensitive information in your client’s tax returns.ProSeries is professional tax software, and you must obtain an EFIN (Electronic Filing Identification Number) from the IRS to file electronic returns with ProSeries. It's important for professional tax preparers to obtain the necessary professional identification numbers to avoid any delays and help ensure the tax process goes smoothly for clients.Published Jan 9, 2024. 0 min read. The IRS recently set Jan. 29 as the official start date for the 2024 tax season, the date when it will begin accepting and processing 2023 tax returns. For most taxpayers, the deadline to file their personal federal tax return, pay any tax owed, or request an extension to file is Monday, April 15, 2024.Productivity features. Data import from scanned source documents in just a few clicks. Scan documents without leaving your Intuit tax software or Document Management System. Form reviewer tools for checking and editing data before importing into the tax return. Dual optical character readers for optimal results. Use of bookmarked and ...Compare ProConnect Tax and ProSeries Tax. side-by-side comparison of ProConnect Tax vs. ProSeries Tax. based on preference data from user reviews. ProConnect Tax rates 4.5/5 stars with 137 reviews. By contrast, ProSeries Tax rates 4.2/5 stars with 82 reviews. Each product's score is calculated with real-time data from verified user reviews, to ...side-by-side comparison of Drake Tax vs. ProSeries Tax. based on preference data from user reviews. Drake Tax rates 4.5/5 stars with 23 reviews. By contrast, ProSeries Tax rates 4.2/5 stars with 82 reviews. Each product's score is calculated with real-time data from verified user reviews, to help you make the best choice between these two ...Intuit's ProSeries is a flawless, efficient, and accurate software that helps in ensuring complete IRS compliance when filing taxes. Flatworld Solutions uses both the types of ProSeries software - ProSeries Basic and ProSeries Professional that are packed with different kinds of features. With some changes in the features, some of the basic ...Top 10 Add-ons for ProSeries Tax Software. Here is a list of the top 10 add-ons for ProSeries Tax Software that ensure smoother tax filing processes. 1) Pay-by-Refund. Pay-by-Refund is an Intuit payment-collecting app. With this app, accountants and CPAs can easily collect their tax preparation fees from clients.To open the on-screen version of the ProSeries User’s Guide from the ProSeries program group menu: 1. Go to the taskbar and click Start. 2. On the Start menu, point to Programs. 3. On the Programs menu, point to ProSeries. 4. From the ProSeries menu, select User’s Guide.Compare Intuit ProSeries Tax vs. TaxSlayer Pro in 2024 by cost, reviews, features, integrations, and more ... TaxTron is a Canadian-owned and operated tax preparation software company committed to providing the best tax software in Canada. We offer versions tailored for professionals, individuals, and corporations, along with a friendly support ...For new Intuit ProSeries Tax software customers only, 50% off the monthly plan price for 1, 2, or 3 new users of Hosting for the first 4 months of service starting from the date of purchase, followed by the then-current monthly fee for Hosting. Promotional pricing for hosting is based on 12 months of service using the number of authorized users ...From smart security features to all-new e-file capabilities, you can count on ProSeries to help make this tax year the best it can be. Installation instructions. Returning ProSeries Professional and ProSeries Basic customers: Go to the Help menu in your tax year 2019 software and select Download Next Year's ProSeries for easy installation.May 4, 2019 · Intuit ProSeries Tax is the easy-to-use professional tax software that helps you get through returns quickly and accurately. Its comprehensive diagnostics instantly pinpoint where errors are and where to fix them. The tax preparer software has over 3,700 forms that span every individual client or business tax scenario across the United States.Compare ProSeries Tax pricing and plans with other corporate tax software products. See features, reviews, ratings, and alternatives for ProSeries Tax Basic, Professional, and Plus packages.ProSeries will allocate these amounts to the shareholders. To generate Other deductions for line 12: Open the 1120S return. Open Form 1120S p3-5. Scroll down to Schedule K. Scroll down to Line 12. ProSeries has predefined lines for: Charitable contributions on the expanding table at line 12a. Investment interest expense on 12b.Simplify your workload with tax tools designed for paid preparers. Help ensure IRS compliance with software made for TurboTax professionals like you. View and track status of multiple clients in one view, and get automated data conversion from our Easy Start onboarding program. Pricing Demos FAQs.What’s new with Intuit ProSeries Tax for tax year 2023. 09-28-2023 09:00 AM. We’re dedicated to continuously improving the overall quality of your tax software to help you have a better tax year. From key workflow tool improvements to 17 new e-file capabilities, you can count on ProSeries to help make tax work easier and more efficient.Intuit ProSeries Tax is cloud-based tax software designed to help accounting firms manage their tax practice. The solution helps accountants prepare returns, file e-forms, track tax filing errors through diagnostic tools. It also enables them to monitor status and validate return data before it is e-filed with the IRS or state tax department. With secure and scalable access to data from ...Tax professionals can choose the Intuit ProSeries pricing plan that works best for them: Unlimited business and individual bundles or pay-as-you-go plans.ProConnect Tax creates separate Lacerte databases to convert to ProSeries based on the return type and the databases are usually in their own directory. For example, for Individual files you'll see a folder named IDATA. Corporation returns will be saved in CDATA, Partnership data in PDATA, and S Corporation data in SDATA.H&R Block. H&R Block is a well-known name in the tax preparation industry. Several reviews named it the top tax software of 2022 for its overall performance, ease of use, and versatility. H&R Block software includes a robust lineup of features that help business owners, including: Identifying and claiming deductions.Find the latest release dates for Intuit ProConnect ProSeries, the software trusted by more tax professionals. Sign in with your Intuit account to access.New Proseries Tax Customer Only: . For new Intuit Lacerte Tax software customers only, 50% off the monthly plan price for 1, 2, or 3 new users of Hosting for the first 4 months of service starting from the date of purchase, followed by …Drake Software. If you prepare a small number of returns, Drakes Pay-Per-Return (PPR) tax software version might be right for you. No separate modules to buy - Drake Tax includes all federal and state packages for individual and business returns. Pay-Per-Return (PPR): $345. Includes 15 returns.ProSeries Tax is a tax software that allows you to file returns by managing the tax preparation process from collecting and importing data automatically to filing returns. Read 82 reviews from users who rated it 4.2 out of 5 stars and see its pricing levels and alternatives.Apr 3, 2024 · This article will help you install ProSeries Professional or ProSeries Basic as a standalone.Before you start:If you need to install the network version of ProSApproved Software Providers for Franchise Printable Forms. Tax Forms Software - Printing Requirements. Read more. A 2D barcode should print in the lower portion of each form directly below the words "Texas Comptroller Official Use Only."side-by-side comparison of CCH ProSystem fx Tax vs. ProSeries Tax. based on preference data from user reviews. CCH ProSystem fx Tax rates 4.1/5 stars with 130 reviews. By contrast, ProSeries Tax rates 4.2/5 stars with 82 reviews. Each product's score is calculated with real-time data from verified user reviews, to help you make the best choice ...If ProSeries is installed as a standalone, the data path will be C:\ProWin23\23Data. In a network installation, the ProSeries data path will usually be X:\ProSeries\ProNet23\23Data. For Step 4 - Select clients, click the Select All button. This will highlight all of the tax files (in the screen to the right) that will be transferred.Create automatic tax plans for clients using tax return data mined from your ProConnect Tax or Lacerte software. Hosting for Lacerte and ProSeries Put your Lacerte or ProSeries software on the cloud for built-in security, automatic backups and less IT stress.Oct 20, 2023 · To begin the process: Open ProSeries to the Form 1040 Individual HomeBase View. Select the client. From the Import menu, select Tax Import, then Import Client Data from Scanned PDF. On the Import From Scanned PDF wizard select Continue. Use Browse to locate and select a PDF saved on your computer, or Browse from DMS if the PDF is saved in DMS.As you're probably aware, your ProSeries® tax software comes with 30+ time-saving features built in to help you save time in your workflow. Below are the top four time-saving features we recommend adding to your workflow during extension season, in order to help you with the administrative side of your practice. Intuit Link.Intuit ProSeries Tax is cloud-based tax software designed to help accounting firms manage their tax practice. The solution helps accountants prepare returns, file e-forms, track tax filing errors through diagnostic tools. It also enables them to monitor status and validate return data before it is e-filed with the IRS or state tax department.Tax preparers: be more productive in ProSeries. Customize the ProSeries HomeBase view to show only the data you need, then export that data to almost any tex...Install ProSeries on the new computer. On the old computer, open ProSeries and highlight all your client files. Choose File > Client File maintenance and Copy/backup all the files to a flashdrive. Open ProSeries on new computer. Click File > Client File maintenance and choose Restore.The best tax software in 2020 ranges from absolutely free to $180 or so if you need live support. Some are more suited to complex tax situations than others, and the free versions ...The ProSeries trial includes either a ProSeries tax software download or access to hosted software for tax year 2023. The desktop trial software will not e-file or print. The hosted trial will not save. New customers only. Product terms: Fast Path required to access functionality in ProSeries services (sold separately).Cloud Tax Software. Accessible cloud-based tax software configured with the specific feature and content needs of smaller accounting firms in mind. The various available packages are designed around what you use and need most, with forms and schedules that simply make sense, with the power of CCH Axcess Tax in your office. - 1-5 user licenses.12-490 InTax 1" Expansion Folder: Center Cut - NAVY Tax-Aid's software compatible folders are guaranteed to work with Intuit®, Lacerte®, and ProSeries® third-party software slip...I have to access clients from 2016 and 2017 and prepare tax returns for both years. I've been with Proseries since 1999. But I have a new computer. Welcome back! Ask questions, get answers, and join our large community of tax professionals. ... need to download my 2016 and 2017 software; need to download my 2016 and 2017 software. Options. Mark ...Why are standard client letters not available in 2023 proseries? plh415. Level 1. 02-21-2024 05:49 AM. client standard letters grayed out. ProSeries Professional.Drake Tax users also gave the training they received in using the software the highest rating at 4.5, against an average for all seven major products of 4.0. CCH Axcess Tax users were the respondents most likely to have received training at 74%, well above the average of 46%, but they had the lowest opinion of it, at 3.6. Midcourse correctionsThe four tax software options we are going to cover include the following: Drake Tax, Intuit ProSeries Professional, ATX Tax, and TaxSlayer Pro. Drake Tax The software helps speed up the tax preparation process because of its use of shortcut keys and macros, allowing users to reduce keystrokes to get the job done faster.Pros: ProSeries has all of the functions that you would expect from professional tax software. The client organizers are well done and information seems to flow from the prior year to the current year well. Cons: I found ProSeries to be harder to navigate than the some of its competitor's programs.There are many types of taxes out there, from sales taxes and income taxes to property taxes and capital gains taxes. Learn more about them here. Calculators Helpful Guides Compare...When it comes to tax season, finding the right software to help you maximize your deductions and streamline your filing process is crucial. One popular option that many taxpayers t...Intuit ProSeries Tax is cloud-based tax software designed to help accounting firms manage their tax practice. The solution helps accountants prepare returns, file e-forms, track tax filing errors through diagnostic tools. It also enables them to monitor status and validate return data before it is e-filed with the IRS or state tax department.Get answers to frequently asked questions about downloading ProSeries software and updates. How to find release dates for forms and schedules in ProSeries. Installing and unlocking older versions of ProSeries. How to download and install ProSeries as a standalone. How to download and install ProSeries as a network.Yes, I understand that the banking products handle this, but the banking products can only offer what the tax software allows. Refund Advantage, for example, does not do refund advances when using them through the ProSeries. But for our other software, Refund Advantage does allow them, so this does have to do with the software product you are ...Tax Software Survey for 2021: Tax Software Prices . The prices listed below are based on information found on the providers' and/or reviewers' websites in October 2021. ... Intuit ProSeries Individual: ProSeries Basic o Basic 20: $499 per year (Number of 1040s: 20) 1 stateReviews of ProSeries Tax. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if ProSeries Tax is a good fit for you!SmartVault for ProSeries lets you send PDF copies of tax returns and documents to your SmartVault folders. When you integrate SmartVault and ProSeries, you can: Print tax returns, organizers, and other supported forms so they are also stored in your client folders in SmartVault. Create new clients while printing to SmartVault.How to set the depreciation reports to print with the tax return in ProSeries Professional: From the File menu, select Print Options. Select Control Which Forms Print. Select the + next to Depreciation Reports. Next to each report, select if any data or if used for the Copy you want it to print with.About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright ...Overview. Reviews. Comparisons. Alternatives. ProSeries Tax has 156 reviews and a rating of 3.99 / 5 stars vs Vertex which has 74 reviews and a rating of 4.26 / 5 stars. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money.Tax preparers: be more productive in ProSeries. Customize the ProSeries HomeBase view to show only the data you need, then export that data to almost any tex...New Proseries Tax Customer Only: . For new Intuit Lacerte Tax software customers only, 50% off the monthly plan price for 1, 2, or 3 new users of Hosting for the first 4 months of service starting from the date of purchase, followed by the then-current monthly fee for Hosting.To replace the program files for updates: Close ProSeries. Open File Explorer. Browse to the install folder for ProSeries: For ProSeries standalone: C:\ProWinYY. For ProSeries network: C:\ProWinYY. For ProSeries Basic: C:\BasWinYY. Right-click on the 32bit folder and choose Rename.New Proseries Tax Customer Only: . For new Intuit Lacerte Tax software customers only, 50% off the monthly plan price for 1, 2, or 3 new users of Hosting for the first 4 months of service starting from the date of purchase, followed by the then-current monthly fee for Hosting.New Proseries Tax Customer Only: . For new Intuit Lacerte Tax software customers only, 50% off the monthly plan price for 1, 2, or 3 new users of Hosting for the first 4 months of service starting from the date of purchase, followed by the then-current monthly fee for Hosting.Forms Bar. 01-27-2020 05:00 PM. I opened the Forms bar in a tax return in Proseries and somehow managed to increase the width of the forms bar so that I cannot see the forms. I tried the right click and restore default option but it did not reduce the space on the forms bar to be able to read the forms listed. I am on a laptop and use the touch ...If ProSeries software is already installed on your system, we suggest that you use the Update Installed Products/Download New Products command on the ProSeries Help menu instead of your browser to get ProSeries tax products. When you use this command instead of your browser:by Intuit. • ProSeries • 93 • Updated 1 week ago. Before you start: Step 1: Download and install ProSeries: Step 2: For ProSeries 2006-2018: Unlocking the program licensing: For tax year 2019 and newer: For ...Try the ease of ProSeries at no cost. Get your free* trial of the fully functional tax year 2023 version of ProSeries (no e-file or print) Find out how ProSeries can make being a tax pro easier. To get your quote, fill out this form and we will connect with you. 1.The best way to handle any tax form is to take it a step at a time. A W-9 form is an official tax document you fill out if you’re hired as a contractor, freelancer or vendor for a ...Step 1 and Step 2: Install and set up ProSeries software from the ADMIN workstation. Installing ProSeries software from the ADMIN workstation for network use is similar to installing ProSeries software for stand-alone use with the following exceptions: In the Select an Installation Type dialog box, select Network, then select Next.