Professional Edition Video Tutorials
ProSeries Professional
Thank you for being a valued ProSeries Professional customer. The following video tutorials will give you a look at how to maximize your productivity.
Program Setup & Maintenance
Access Rights Setup-
Transferring Prior Year Data
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Print Options
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Billing & Invoicing
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Database Maintenance
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HomeBase Views
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Downloading New Products & Updates
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Password Protection
Preparing a Client's Return
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Client Checklist Overview
New For Tax Year 2007! -
Client Presentation Overview
New For Tax Year 2007! -
How to Print
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Client File Management
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Multiple State Returns
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Pay-Per-Return Authorization
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Client Letter
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Taxpayer/Spouse/Joint Indicators
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Quickbooks Integration
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Split MFJ Returns
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Quickbooks Billing
Efiling & Bank Products
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Bank Products in ProSeries Professional
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Electronic Filing - Overview
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Electronic Filing - Setting up a Return
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Electronic Filing - Preparing up a Return
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Electronic Filing - Transmitting a Return
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Electronic Filing - Business Returns
- Electronic Filing - Individual Extensions
- Electronic Filing - Business Extensions
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Electronic Filing Status - Manage Acknowledgements & Rejected Returns
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Electronic Filing Status - Manage Statuses in HomeBase