News & Updates

Your Tax Year 2022 order will process on December 8th. If you need to update your auto renew products or change the auto renew preference, this can be done any time prior to December 6th. If you need to update the payment method, click here. You can select a new payment method, or enter a new one.***Please ensure your bank will accept the amount of the transaction that will be billed.***

If you are required to pay estimates for Illinois PTE taxes you may notice the due date for the fourth quarter is incorrect. There will be an update released on November 17,2022 to correct the date. The correct 4th quarter estimated tax payment date for filers will be the 12th month of their taxable year. For a calendar year filer, the date will be 12/15/2022.

At this time the accounts set to require MFA Verification encountering a "Let's Make sure you" message when attempting to log in has been resolved. ProSeries customers should log in as normal. 

ProSeries 2022 is now available! Download from My Account if you've renewed. For the most up to date information on ProSeries Forms availability, see ProSeries Release Dates To see what's been added for ProSeries 2022, see: What's new in ProSeries Tax 2022 For information on how to install ProSeries: How to download ProSeries 2022 from ProSeries 2021 How to download and install ProSeries Professional or Basic as a standalone  How to download and install ProSeries Professional as a network  If you are using Intuit Hosting see How to add next year's ProSeries to your Remote Desktop   To transfer your clients from ProSeries 2021 to ProSeries 2022, see: Transfer Clients Transferring client files from the prior year  If you changed computers, see: Installing ProSeries on a new computer System requirements for ProSeries and Fixed Asset Manager  Installing and unlocking ProSeries 2018 and prior  For optimal performance, it is recommended to co

You can enroll in Pay-by-Refund in My Account for either TPG or Refund Advantage banks to ensure you’re fully set up and ready when e-file opens. No need to wait for your tax software release.  In order to enroll, it is necessary to have purchased Tax Year 23 or be enrolled in Auto Renew. If you are interested in TPG Refund Advance, sign up on the TPG portal is available.  If you are interested in the cash advance for Refund Advantage, the opt-in check box is on the Pay-By-Refund enrollment form. To access enrollment, click Pay By Refund enrollment Additional resources: How to enroll in Pay-by-refund Using TPG Pay-by-Refund with ProSeries Using Refund Advantage Pay-by-Refund with ProSeries Pay-by-Refund product details      

Effective 9/20/22, you can enroll in Pay-by-Refund in My Account to ensure you are fully set up and ready when e-file opens. No need to wait for your tax software release; however, you do need a completed order or be on auto renew for Tax Year 2022 to enroll. This early enrollment is only available for TPG bank currently. If you are interested in Refund Advance, sign-up on the TPG portal will be available on 10/01/2022.To access enrollment, click Pay By Refund enrollmentAdditional resources:How to enroll in Pay-by-refund for tax year 2022Using TPG Pay-by-Refund with ProSeriesPay-by-Refund product details

As the deadline quickly approaches we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due see Individual Return Deadline and Perfection Periods or Business Return Deadline and Perfection Periods  If you have not logged into ProSeries lately these articles will help with common login errors: Resolving Browser Not Supported error when logging in.   Reset your password or recover your user ID  For information about the new forms for tax year 2021 see: Generating the Schedules K-2 and K-3 in ProSeries and entering it in the 1040 return  How to complete Form 7203 in ProSeries  Most common answers: Check here for delayed acknowledgments.  Need to lookup, or enter Federal and State Interest Rates? See How to enter Federal and State Interest Rates.  Need to attach a PDF to the e-filed return? See How to attach a PDF to

TitleDescriptionDate PostedNew and Improved My Account ExperienceChanges are coming in July to My Account to improve navigation and flexibility in managing your billing profiles and placing orders. For details regarding the changes, click here6/30/22Reminder: Microsoft IE11 Deprecation and what it means for ProSeries Professional and BasicMicrosoft has announced that Internet Explorer 11 will end support for certain operating systems starting May 17, 2022 (previously set for June 15, 2022). For additional details on how this impacts ProSeries 2016-2021 please, click here6/8/22May 16th Deadline Preparation for 990 & Texas FranchiseAs the deadline quickly approaches we have put together some resources for the most commonly asked questions to help get you through.  For more details, please click here.5/10/22Patriots' Day Federal and State Extended Deadline April 19Massachusetts and Maine filers may continue to transmit Federal extensions via e-file through the end of day April 19

Login Error: "Browser not supported. Download the latest version of one of these browser to continue."  Follow these steps to update your product externally. There are three ways this can be done: ProSeries Updates ProSeries Tool Hub MyAccount   "You’ll need to update your software to access your Intuit Account here." In prior years of the program, you may receive the following screen instead: "Browser not supported"If you have updated and you're still receiving the error you may have compatibility mode enabled. To disable compatibility mode: right-click on the Intuit Accountants logo on the sign in screen and select Normal.  What product years does this impact? This impacts the following ProSeries programs; ProSeries Professional, ProSeries Basic 2016 - Updated Available  2017 - Update Available  2018 - Update Available  2019 - Update Available  2020 - Update Available  2021 - Update Available What else is impacted? Once a program year

Please review these helpful FAQs in regard to the TY23 Pay By Refund Incentive Payouts.   Q. How will I receive my Pay By Refund (PBR) Incentive?   A. The PBR Incentive payout is direct deposited into the bank account that was used during tax season to collect your tax preparation fees.   Q. When will I see the incentive posted to my bank account?   A. Incentive payouts are paid out by the end of May so the funds should be available in your bank account the last week of May or the first week of June.     Q. What will the description look like on my bank statement/transactions?   A. You will see the participating bank (ie. TPG or Refund Advantage) in which you were enrolled as the payer of the direct deposit. It will not show Intuit, or ProSeries or Lacerte.   Q. Why is the amount less than what I am expecting from the volume of returns I submitted via Pay By Refund?   A. Intuit pays incentive on returns funded throug

As the deadline quickly approaches we have put together some resources for the most commonly asked questions to help get you through.  For important information to see when the returns are due see Business Return Deadline and Perfection Periods  If you need more time to file see File extensions in ProSeries  Most common answers for 990 filers: Schedule L balance sheet is out of balance on Form 1065, 1120S, 1120 or 990 in ProSeries  Filing requirements for Form 990-EZ and 990-N  Completing the Form 990 Schedule O in ProSeries  Amending a 990 in ProSeries  Most common answers for Texas Franchise filers: Understanding Texas Franchise Tax forms  Generating Texas Franchise Forms in ProSeries  Generating and e-filing a single member LLC in ProSeries 

As the deadline approaches, you may experience longer wait times to receive an Accepted or Rejected status for e-filed returns. Although the IRS and many states may process e-file submissions faster at other times of the year, it's normal for IRS acknowledgements to take one to three days, and for state returns to take two to five days. Returns that don't get acknowledged within that timeframe are considered delayed, and you can find a list of current delays we're working with the tax agency to resolve in this article. To check for new acknowledgements You can check for status updates in ProSeries, or access the latest status from anywhere using My Account: Sign in to My Account. Follow the link above, or from your dashboard, select Products on the left-side menu, then click e-File Status. Enter the required information: The Product you used to e-file the return The Status you want to check for (typically All) Enter the date you

We know things can break sometimes, but we’re here to help with ProSeries Tool Hub. This is where you can get any tool we have to help fix these errors and issues: ProSeries Desktop Alerts Repair updates Mapped Drive tool Component Repair tool Backup Utility Networking errors Repair damaged or corrupted data   To download the Tool Hub and learn more, check out the article: ProSeries Tool Hub: Helping you fix common problems and errors in ProSeries  

Tax year 2021 contains many new federal forms that may need to be included with the e-filed return. Most of these new forms have not been added to the Schema which means they need to be included as a PDF attachment for the IRS to receive them. If these PDF attachments are not received it may result in an e-file rejection or processing delays for the return.  The following articles have been updated to show how to complete these new forms, and how to do the PDF attachment, when required:  Common questions for Form 1116 in ProSeries will help you complete and e-file the 1116 Schedule B.  Generating the Schedule K-2 and K-3 in ProSeries  For instructions on adding PDF attachments in general see How do I attach PDF files to federal or state electronic filing?

The IRS has upgraded the recommendation for login security standards for protecting taxpayer information. 2-Factor Authentication (2-FA), also known as two-step verification, will now be the recommended default software login standard for greater login security.  Tax Pros are increasingly the target of sophisticated remote-access data breaches from internet-based hackers. Securing taxpayer data has never been more important. Utilizing 2-Factor Authentication's increased level of security will help prevent this from occurring since the remote hacker will never have access to your secondary authentication device.It is important that all users in your firm opt in for 2-FA, as it only takes one vulnerable login ID to allow a hacker access to your firm’s confidential data.  Please note, upon opting in, 2-FA will apply to all Intuit products utilizing your associated login.The IRS and Intuit strongly recommend that all members of your firm use 2-FA to ensure the greatest possi

Q1. When will the forms be ready to file? As you know, there are two different filing types; paper and e-file. Therefore, there are two different processes and availability dates. In order to provide the most current information to help you determine whether or not you're ready to file we provide resources updated daily: My ProConnect Release Dates  Q2. Why are the dates different for print and e-file forms? It seems as though e-file is much faster than print forms? When the new tax season kicks off, the IRS and State Agencies provide an updated e-file handbook in addition to any new business rules and updated schema formatting. This allows our developers to update the way the data entered in the program is translated to XML for E-file. Our development team is then able to test the transmission of the data to verify it meets the e-file schema requirements. This is also why it's important to keep your program up-to-date, especially when e-filing. You want to make sure you’re tr

Business e-filing resumed for prior year What can be e-filed currently? Tax year 2019 business returns. Tax year 2020 business returns. Tax year 2021 business returns. What can't be e-filed currently? Individual returns for any year.   Most states may be accepting prior year business e-file returns but be aware there may be delays in processing. Check here for the currently reported delayed acknowledgements.     Please subscribe to this post for updates on this issue by clicking on the gear icon  on the upper right hand of your screen.   

TitleDescriptionDate PostedIllinois, Tennessee, and Kentucky Federal Tax Extension for Tornado VictimsThe IRS has extended the filing deadline for Illinois, Tennessee, and Kentucky to May 16th. For additional details on IRS site, click here.1/4/22Kentucky Department of Revenue Adopts Federal Tax Extension for Tornado Victims.Kentucky DOR will honor the recently announced IRS special tax relief for taxpayers in any area designated by FEMA. Individuals and households affected by severe storms, tornados, and flooding who reside or have businesses in certain counties qualify for this relief. For additional details, please click here.1/4/22Six States Extended Deadline Impacted by Hurricane January 3 to February 15Six states including Louisiana, Mississippi, Pennsylvania, New York, New Jersey, and Connecticut impacted by hurricanes have been extended from January 3 to February 15. For additional details on the IRS site, click here.1/4/2022Free Tax Season Readiness Virtual Conference - Januar

  Participate in our feedback sessions! Periodically we will use Customer Corner to help collect your feedback on various aspects of your ProSeries experience.      Your voice is crucial in helping us understand your needs and challenges, and we value your insights as we strive to provide the best service possible.Book a time to share your feedback with us. Click here to see available times.    

For the most up to date information on ProSeries Forms availability, seeProSeries Release DatesTo see what's been added for ProSeries 2021, see:What's new in ProSeries Tax 2021For information on how to install ProSeries:How to download next year's ProSeries product from ProSeries 2020 How to download and install ProSeries as a standalone How to download and install ProSeries as a network If you are using Intuit Hosting see How to add next year's ProSeries to your Remote Desktop  To transfer your clients from ProSeries 2020 to ProSeries 2021, see:Transfer Clients Transferring client files from the prior year If you changed computers, see:Installing ProSeries on a new computerSystem requirements for ProSeries and Fixed Asset Manager Getting information from your taxpayers for the upcoming tax season:Using organizers in ProSeries Professional Using Intuit Link in ProSeries Other common questions:To renew for Tax Year 21, see How to renew P

The Tax Year 21 ProSeries program release is set for the week of November 8th and we want to make sure you have the necessary resources available to you to start things off on the right track. Below, please reference key resources to aid you in installing your product, as well as recommendations to optimize its performance. If you will be purchasing a new computer, this article will guide you through the installation process and moving your data to the new computer. Installing ProSeries on a new computer If you have prior years of ProSeries, this article will guide you through installing those years, and unlocking prior years that may already be installed. Installing and unlocking prior years of ProSeries For optimal performance, it is recommended to configure your anti-virus for the current tax year. This article will provide guidance on doing so. Configuring your anti-virus software for ProSeries For optimal performance, it is recommended to configure your firewall for the cu

  What's new in ProSeries® Tax 2021   We’ve been hard at work making Intuit® ProSeries® Tax even easier to use, so you can save time on every return. For full details on each new feature, click here.   Installation instructions: Returning ProSeries Professional and ProSeries Basic customers: Go to the Help menu in your tax year 2020 software and select Download Next Year’s ProSeries for easy installation. View detailed instructions First-year ProSeries Professional and ProSeries Basic customers: Log in to My Account and download ProSeries 2021 using the download link on your dashboard. View detailed instructions Customers with Hosting for ProSeries: Log in to My Account. Select Users under Account Name, then click on the user’s name to access applications. Select 2021 ProSeries Tax, then click Install App. See instructions.   Product enhancements: Helping you work even more efficiently   QuickBooks integration Tax Accuracy Notifications Background updater Int

Your account security is critical to protect your personal, business and client’s information. We want to make sure you have the necessary resources available to you to safeguard all of this information. For your reference, below are key resources to aid you in keeping your account secure, maintaining your active users for software and My Account access, resetting or setting up a strong password, enabling 2-step verification for your logins and registering your EFIN (only if a new customer or customer with changes to firm information) If you have employees that have left your firm, or you need to add new employees or change their roles, these articles will assist you with managing your users: Managing Users for ProSeries Managing Access Rights in ProSeries If you would like to update/change your login details, refer to these articles: Forgot User ID/Password for My Account or your Tax Software Setting up a strong password and 90 day password reset reminders For extra security, enab

Title Description Date Posted Update to Handling Returns Impacted by Federally Declared Disaster Zones Per guidance from IRS Chief Counsel, taxpayers residing in a federally declared disaster area qualifying for a disaster relief extension may paper file extensions (Form 4868) until June 15th to extend Form 1040 filings until October 15th. Payment for these extensions may be made via the IRS Direct Pay website by June 15th or by check with Form 4868. Form 4868 extensions sent via e-file after May 17th will reject.  Click here for more info. 5/13/2021 Getting ready for the upcoming 1040 individual deadline As the May 17th deadline quickly approaches we have put together some resources for the most commonly asked questions to help get you through.  Click here for more info. 5/10/2021 ProSeries Estimated Payment Query Updates ProSeries released a recent update to our Client Analyzer Queries to enhance the search function for tax preparers who had clients that the 1040 f

We aim to make sure that you have all your resources available to you. Here you can find quick access to information on how to resolve any ongoing printing or slowness situations, should you encounter them. Troubleshooting slowness or connection issues in Right Networks How to print and scan in Hosted