ProSeries Tax®

File returns faster and easier with the software that is trusted by more professionals than any other. 1

 

4.3 of 5

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#1 Software of Choice by Tax Professionals

With more than 65,000 customers, ProSeries is the leading professional tax software1

  • ProSeries Basic is perfect for smaller pros needing additional guidance
  • ProSeries Professional is for experienced tax preparers 
  • e-Filing included for FREE, plus e-File late individual returns year-round
  • 3,200 forms and schedules allow you to meet the needs of your client
  • More than 1,000 error checking diagnostics and automated calculations help ensure you file the return right the first time, no matter how complex the return
  • We spend 100,000 quality assurance hours each year testing our software performance so it won't slow you down

See ProSeries in action in this informative overview video. (1:57)

Everything you need to succeed

 

25+ built-in time savings features to help you file faster

MISSING CLIENT INFORMATION TOOL

Reduces the hassle of tracking down client data.  Allows you to flag input fields that are missing information and then quickly send an email to clients requesting the information.

K-1 DATA IMPORT

Quickly transfer data to individual returns.  On average, ProSeries users save more than 12 minutes per return when using the K-1 Transfer feature.

MODERNIZED E-FILE SUPPORT

Modernized e-file support - attach PDFs directly to e-filed Federal and State returns

No Nonsense Pricing

 

Unlimited individual and business bundles and pay-as-you-go options provide the flexibility to pay for only what you need.

Time-saving add-on products that allow you to

work more efficiently and get more out of your day

Pay-by-Refund

Your refund clients can enjoy the convenience of paying your tax prep fees directly out of their refund requiring no out-of pocket expenses. And since there are no invoices for you to send, you streamline your receivables. Learn more...

ProSeries Tax Scan and Import

Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing. Learn more...

eSignature

The most widely used electronic signature software and Intuit have teamed up to bring you a new electronic signature service. Eliminate the wait and hassle of getting a signed form 8879 from your clients. Learn more...

Audit Assistance & ID Theft Restoration

Give clients a helping hand in the event of an IRS Audit or ID Theft and earn $10 for every client you sign up.4 Learn more...

Get Info. Get Going. Get Help.

Important offers, pricing details, & disclaimers
  1. With more than 65,000 practices choosing ProSeries for tax year 2015, ProSeries is the leading professional tax software on the market today.

  2. If you are: (a) not satisfied for any reason with the Licensed Programs and (b) you are a new customer with respect to the Licensed Programs, in order to receive a refund under this paragraph you must contact Intuit Customer Service at (800) 374-7317 to request a product suspension and refund within thirty (30) days of your purchase date. Any such refund under this paragraph shall be equal to the Licensed Programs license fee paid for the returned software.

  3. In the AICPA Journal of Accountancy Survey, ProSeries received a ranking of 4.4 out of 5 points for "How easy was it to use?" This was among the highest ranking among comparable tax software packages. From the AICPA September 2015 Tax Software Survey which reviewed ProSeries 2014 http://www.journalofaccountancy.com/issues/2015/sep/2015-tax-software-survey.html

  4. Earn $10 for every funded Refund Transfer client you successfully enroll for first-time Audit Assistance membership between 8/1/16 through 4/15/17.  $10 incentive is an introductory offer and subject to change in subsequent years.  Available only to actively subscribed 2015 or later version ProSeries customers with an Intuit account in good standing.  To participate you must be an authorized Audit Assistance tax preparer, enrolled via an Intuit-approved registration portal.  See https://taxpro.intuit.com/client-benefit-suite for details.  Cost of Audit Assistance membership will be automatically deducted from the Refund Transfer balance.  Individual Tax preparer credits under this offer will be collectively processed and paid not more than 12 weeks after the end of the then-current tax season.  Offer may not be assigned, exchanges, sold, transferred, combined, or redeemed for cash or other goods and services.  Subject to availability and additional terms and conditions may apply.  Offer may be terminated or modified in Intuit’s discretion and terms, prices, features, services, and support are subject to change with or without notice. EXCLUSIONS:  Not included or covered with Audit Assistance and Tax Reimbursement services are Non-resident federal returns; amended returns; returns other than individual 1040, including corporate, partnership, trust, estate, gift, and employment returns; Returns in which the tax payer or preparer had knowledge of additional taxes owed as of the date of enrollment in the Audit Assistance program; Returns prepared with gross negligence, recklessness, intentional misrepresentation or fraud; State or local returns; Returns that have become subject to IRS criminal investigations; IRS inquiries related to returns that address foreign income, flow-through entities (partnership and s-corporates as reported on Schedule K), court awards and damages, bartering income, cancelled debt, estate, and gift tax; Foreign tax credit, plug-in electric vehicle credit, residential energy efficient property credit, mortgage interest credit, credit to holders of tax credit bonds, health coverage tax credit, “Credit” for prior year minimum tax or excess Social Security tax or railroad retirement tax withheld; IRS inquiries and audits related to the Affordable Care Act. Tax reimbursement not available if Taxpayer or prepare provided Incomplete, incorrect, or misleading information, or reckless failed to include W-2, 1099, or any other taxable income on the return, or inability to provide sufficient records to support any item on the return. Tax debt audit assistance requires that Taxpayer meet all IRS guidelines for approval and pay all associated governmental fees.