ProSeries Basic Edition
ProSeries Basic Edition is our most affordable and easy-to-use professional tax software designed for entry-level preparers. And a perfect upgrade for TurboTax customers with multiple returns.
With Basic Edition you get:
- Easy-to-use tax forms and schedules for individual clients
- Guided workflows and checklists to help you prepare returns professionally
- Built-in tax guidance and error-checking to help you prepare returns confidently
(Request a free CD today)
(7 minute introduction)
- (50) 1040 Returns
- (50) Individual State Returns across 2 states
Includes service and delivery
- Unlimited 1040 Returns
- Unlimited Individual State Returns across 2 states
Includes service and delivery
- Unlimited 1040 Returns
- Unlimited Individual State Returns across 4 states
- (100) Federal & (100) State e-File Returns
Includes service and delivery
RELIABLE 1040 software
- Rigorously tested software for dependability
- Integrated E-filing systems
- Responsive and knowledgeable support
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EASY to learn and use
- Guided workflows to assist preparation
- Category checklists for client data collection
- Simple forms-based data entry
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HELPS you prepare correct returns
- Automated, comprehensive calculations
- Built-in tax help updated with latest tax law
- Final review & deduction finder tools
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PROFESSIONAL tools and output
- Fast preparation of multiple returns
- Ability to enter IRS-issued EFIN
- Printing and invoice options with preparer information
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Included with each ProSeries Basic Edition package is the ability to prepare additional Federal and State returns — as well as electronically — file on a pay-per-return (PPR) basis if you have reached your return, State or e-file limit.
| PPR Individual Pricing: | |
| Basic 1040 Returns | $18 ea |
| Basic Individual State Returns | $14 ea |
| Electronic-Filing Transmission Fees: 1040 / State | $3 / $2 ea |
| PPR Business Pricing: | |
| Professional Federal Business | $30 ea |
| Professional State Business | $16 ea |
| Electronic-Filing Transmission Fees: 1040 / State | $3 / $2 ea |
While Basic Edition does not include business forms, each ProSeries Basic package will ship with a separate CD that enables you to prepare business returns on a PPR basis through ProSeries Professional Edition. This software will ship in Release 1 only. Online updates will be required to keep software current.
Pay-per-return tax returns and pay-per-return electronic filing transactions use a pay-per-return (PPR) account in the ProSeries tax software program. PPR account balances are not refundable, are not transferable, and may not be carried forward to another tax year. Therefore, you should only place in your PPR account the amount of money that you actually need. You may increase your PPR account balance by speaking with a ProSeries customer service representative. You may also increase your account balance by using the functionality in your ProSeries software program, by adding funds online, or by calling our automated customer service line at 1-800-723-0692.
Terms, conditions, features, pricing and service are subject to change at any time without notice.