ProSeries Basic Edition
ProSeries Basic Edition - tax preparation & returns. Click below to find answers to the most commonly asked questions.
- Q: Why would I choose ProSeries Basic Edition over ProSeries Professional Edition?
- Q: Does Basic Edition contain the same 1040 forms as Professional Edition?
- Q: I have just a few business clients, how do I prepare those returns if I'm using Basic Edition?
- Q: How do I electronically file returns in ProSeries Basic?
- Q: How do I add funds to my PPR account?
- Q: What is an EFIN and how do I obtain one from the IRS?
- Q: Will Basic Edition run on the Microsoft Vista operating system?
- Q: Is technical support included?
- Q: What is deferred billing? How is my credit card pre-authorized?
- Q: When will I receive ProSeries?
- Q: I'm currently a TurboTax user, can I quickly transfer my client data into ProSeries Basic?
- Q: Can you convert my data from my previous professional tax software?
Why would I choose ProSeries Basic Edition over ProSeries Professional Edition?
It's primarily based upon your level of tax experience and the types of clients you have. Basic Edition is entry-level professional tax software designed for new and growing professionals who typically need a little more guidance. In addition, it does not support business returns and as many federal forms, schedules and reports found in the 1040 program of the Professional Edition.
Click here to compare features.
Does Basic Edition contain the same 1040 forms as Professional Edition?
No, there are a few federal individual forms, schedules and worksheets that are only found in the Professional Edition, such as 1040NR, Net Operating Loss, At Risk Limitations, Foreign Source Income and more. Click the following links to review 1040 forms for
Basic Edition and
Professional Edition.
I have just a few business clients, how do I prepare those returns if I'm using Basic Edition?
Along with your Basic Edition software CD, we'll also include a separate CD of
ProSeries Professional Edition
which will allow you to prepare business returns on a pay-per-return (PPR) basis using that program.
PPR pricing
for those business returns: $32 per Federal / $17 per State.
How do I electronically file returns in ProSeries Basic?
E-filing returns is quite simple with our integrated capabilities and guided direction within the software. And new for tax year 2009, electronic-filing is included for no additional charge for supported Basic Edition and Professional Edition forms.
How do I add funds to my PPR account?
There are multiple ways for you to add funds with no deposit minimum: (1) using functionality within your ProSeries program; (2) adding funds online through MyProSeries or (3) calling our automated customer service line at 1-800-723-0692. You may also add $100 or more to your account by speaking directly with a ProSeries customer service representative. Please note, PPR account balances are not refundable, are not transferable, and may not be carried forward to another tax year.
What is an EFIN and how do I obtain one from the IRS?
In order to e-file tax returns professionally for your clients, the IRS requires you to have an Electronic Filing Identification Number (EFIN) which designates you as a professional preparer. To get one, you simply need to register through the IRS. Based on the time of year, the process can take anywhere from 20 to 45+ days.
For quickest turnaround, it's recommended you first register for an E-Services account via the IRS Web site, then submit an EFIN application (Form 8633) online. For full directions, go to the online IRS information page or call the IRS E-filing HelpDesk at (866) 255-0654.
Will Basic Edition run on the Microsoft Vista operating system?
Yes, all ProSeries tax products and add-on solutions work with Vista-compatible starting in tax year 2007. However, ProSeries versions from 2006 and earlier are not. In the event you need to use an earlier program, we recommend keeping your old PC or running ProSeries in admin mode in Vista.
Is technical support included?
Yes, ProSeries provides you with free U.S.-based technical support via a wide-range of convenient options: toll-free phone with extended hours during peak season, email, in-product help, chat, and web.
What is deferred billing? How is my credit card pre-authorized?
If you license or renew ProSeries tax software prior to December 3, 2009, we will not bill your credit card until that date. However, at the time of your order—and one week prior to the software shipping—an authorization will be processed on your account causing a temporary hold for the total amount due as required by your card issuer. For credit cards, the hold will be approximately 7 days for Visa and 30 days for MasterCard, Discover, and American Express. For debit cards, the hold will be approximately 3 days. Your credit/debit card will be charged on or around December 3, 2009.
When will I receive ProSeries Basic?
The only CD release of ProSeries tax software for 2009 is scheduled for approximate delivery in December. Subsequent releases with software and form updates will be available via download. In addition, prior year versions of ProSeries are available for immediate download via MyProSeries.
I'm currently a TurboTax user, can I quickly transfer my client data into ProSeries Basic?
Yes, because ProSeries is made by the creators of TurboTax (Intuit Inc.), Basic Edition features quick and easy transfer of your TurboTax client data into ProSeries.
Can you convert data from previous professional tax software?
ProSeries offers comprehensive data conversion services from most other competitive tax programs. Click here for more detail.
