ProSeries 2022 getting started guide
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
To see what's been added for ProSeries 2022, see:
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 configure your anti-virus and firewall for the current tax year.
- How to exclude ProSeries from real-time system scans
- Firewall configuration and internet access for ProSeries
Getting information from your taxpayers for the upcoming tax season:
Other common questions:
- The IRS and Intuit recommend enabling Two-step verification at login to protect taxpayer information. Click here to enroll. Click here to learn more.
- If you still need to renew, see How to renew ProSeries
- To update your billing information, see Managing your information with My Account
- If you need to add a new employee to your ProSeries software, see Managing users in ProSeries
- If you want to explore getting digital signatures for the upcoming year, see Common questions about eSignature
- If your EFIN has changed or if you are new to e-filing, see Register your EFIN with Intuit before e-filing
- If you are a ProSeries Hosting customer, you can now manage your subscription (add/remove seats and update payment information) in My Account, see Self-Service options for your Intuit Hosting Subscription
- If you plan to offer Pay-by-Refund, enrollment is now live, see How do I enroll in Pay-by-Refund for tax year 2022?
- For additional training that's available, see ProSeries Training
