ProSeries Case Studies

ProSeries Professional


By reviewing a Case Study (PDF file), you will be introduced to your tax software and will have the opportunity to create a sample tax return. You can enter data and create tax returns, as well as view and print these returns. You will also learn about tools and tips that will help make you more efficient. These case studies include real-life scenarios and allow you to review some of the many forms and worksheets included with each ProSeries tax software package.

You must have an Evaluation Kit version of the software (or the actual software to) loaded to complete a Case Study. You will also need a sample client file that is available on the Evaluation version of the software, or you can download the appropriate one here as well (right-click on the file link and select Save Target As, then save it on your computer to open it with ProSeries).

Tax Package Case Study Sample File
ProSeries Professional click here Riley client file
Basic Edition click here Bradley client file


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