General Enhancements
- WebListings - help grow your 1040 client base with this marketing tool that helps you list your company on major online business directories. Simply access a profile page within ProSeries and enter in your business information - we'll send that information to our partner's local search websites including Google Maps, Yahoo Local, Superpages.com and YellowPages.com. No website required.
- Client Presentation, Client Advisor, and Client Checklist - new bundle of client-focused solutions that is included at no additional charge in tax year 2007 for 1040 Complete, PowerTax Lite and PowerTax Library customers. Designed to help you collaborate more efficiently with clients - and help you show them your true value. Click for details.
- Vista Compatibility - all ProSeries tax and add-on solutions are scheduled to be compatible with the new Microsoft Vista operating system.
- Electronic Filing - improving so it's easier for you to electronically file as well as receive acknowledgements.
Increased Productivity
- K-1 Input Worksheet for all Business Federal Modules - helps you reduce data entry by entering in your clients' K-1 information in one location and having the data auto-populate into the appropriate forms.
- Client Snapshot - quickly access any client's summary information without exiting your current return... great for responding to clients calling in, without slowing you down.
- Refund Monitor - optional feature designed for retail professionals to see the running total of a client's refund or balance due as the return is being worked on.
- "Where do I enter" Feature in the Federal 1065 Module - expanding the 1040 "WDIE" help tool to the Federal Partnership product. Simply type in a topic and you will see a list of applicable forms to go to.
Electronic-Filing Support and Bank Product Availability
- Form 990 - for non-profits, charities and other tax-exempt organizations.
- Amended 1120, 1120S, 1065, 990 Returns - IRS-mandates by e-filing amended returns for those that are mandated to be electronically filed.
- California Partnership, S Corp, and LLC - e-file these California returns
- Married Filing Separately Federal Returns in Community Property States - for AZ, CA, ID, LA, NV, NM, TX, WA and WI.
- State Refund Transfers - in addition to our current bank product line-up of Federal Refund Transfers, Federal Refund Transfers Direct Deposit, Refund Anticipation Loans, and Refund Anticipation Loan Direct Deposits.
- Tax Year 2007 E-filing Guarantee - Effective April 23, 2007, Intuit will offer ProSeries customers a guarantee of on-time submission of tax returns and if late, reimburse for paid e-file fees and any assessed late filing penalties.*
Additional Forms
- More Detailed Depreciation Reports - an additional new "Land" column will be available for the Federal Depreciation reports.
- Form 1098 Tuition Statement - adding support of the facsimile for easier completion of data entry.
- Form 8283 Non-Cash Charitable Contributions - easier to use in tax year 2007.
- Form 8907 Nonconventional Source Fuel Credit - form has been added for tax year 2007.
- Full Calculations for Mississippi and Nebraska Partnerships (additional charge applies) - save more time on State business returns.
E-file system improvements and expansion
To ensure a quality experience with our professional tax e-file system, Intuit is making a significant investment in hardware and expanded system improvements for TY07. The improved e-file system is designed to provide continued operation and little or no customer impact in the event of possible hardware or software failure.
After hiring leading industry technology consultants and spending months investigating how best to expand and improve our e-file system, we determined numerous areas for improvement. Based on our findings, extensive improvements are being made in several key areas:
- Prevention---Rigorous and ongoing testing of the system to anticipate and prevent failures
- Mitigation---A reinforced layout of the system to ensure redundancy and continuity of filing
- Contingency---Robust back-up systems that can take over in case of main system failure
- Dedicated access for Professionals---Specific Web server URLs will be dedicated to professional users to ensure uninterrupted access to the Intuit e-filing system during high volume filing periods
- Improved Communication---Important updates regarding the Intuit E-file system availability status, including maintenance windows and any variation in customer experience, will be accessible to our customers when connecting to the E-file server and are saved within the product for future reference.
The ProSeries team is confident we will have powerful systems in place that will surpass the growing e-file needs of our customers and guarantee a successful e-file experience.
* If any ProSeries customer is unable to submit to Intuit any federal or state tax return before the applicable filing deadline or Intuit fails to file ProSeries customer-submitted returns with the appropriate tax agency before the applicable filing deadline and the lack of submission or filing is due to a failure of Intuit's electronic filing system, Intuit will refund any applicable electronic filing fees, and reimburse the taxpayer for any resulting penalties and interest levied and paid to the tax agency, upon submission of documentation reasonably acceptable to Intuit. Intuit is not responsible for any failure by ProSeries customers to submit, or Intuit's failure to file, any federal or state tax return due to reasons beyond its commercially reasonable control, including but not limited to internet outages or any deficiencies in the actual federal or state returns that prevent filing.
