Home/New SaaS Software/Intuit ProSeries TaxUpdated on: March 23, 2023

Intuit ProSeries Tax

Prepare your tax returns confidently and quickly
(220 Ratings) Write Review

What is Intuit ProSeries Tax and how does it work? Intuit ProSeries Tax as a professional tax management software, helps users with their IT returns in a hassle-free manner. Diagnostic error-spotting technology and a friendly user interface assure on-time IT return filing. Besides getting online support while working on returns, users can seamlessly optimize the solution to find the correct field and form for tax returns. They can further take advantage of the K-1 data import option and save up to 20 minutes on every return filing. Intuit ProSeries Tax also enables its users to view, monitor and manage e-filed returns within its unified portal. They can use the worksheet embedded within the platform as a planning tool or as a checklist of completed events. Additionally, Intuit ProSeries Tax hosts a multitude of client managing modules such as checklists, billing options, client presentations, sending multiple client letters, a tax planner and an advisor offering up to 73 tax planning suggestions. A powerful dashboard, featuring e-signature facilities, helps users with authenticity management of important files.

Intuit ProSeries Tax Features

Intuit ProSeries Tax Technical details

Support Online Customer Type Large Enterprises Medium Business Small Business
API NA Location / Phone Number San Diego, California
Deployment SaaS/Web/Cloud Official Website https://proconnect.intuit.com/proseries/
Category New SaaS Software

Intuit ProSeries Tax Pricing

Pricing ModelFree Trial , Subscription , Quotation Based
Basic 20 (ProSeries Basic)
$420 /Year

Features

  • Number of 1040s: 20
  • Number of states included for 1040 returns: 1
  • Guided workflow for first-time users
  • Refund transfer capability
  • Financial institution download
  • Intuit Link
  • Tax Planner
  • Electronic 8879 signatures: Supported
  • Client Letter
  • Client Invoice
  • Oil and Gas
  • Consolidated corp
Basic 50 (ProSeries Basic)
$740 /Year

Features

  • Number of 1040s: 50
  • Number of states included for 1040 returns: 2
  • Guided workflow for first-time users
  • Refund transfer capability
  • Financial institution download
  • Intuit Link
  • Tax Planner
  • Electronic 8879 signatures: Supported
  • Client Letter
  • Client Invoice
  • Oil and Gas
  • Consolidated corp
Basic Unlimited (ProSeries Basic)
$1,170 /Year

Features

  • Number of 1040s: Unlimited
  • Number of states included for 1040 returns: 4
  • Guided workflow for first-time users
  • Refund transfer capability
  • Financial institution download
  • Intuit Link
  • Tax Planner
  • Electronic 8879 signatures: Supported
  • Client Letter
  • Client Invoice
  • Oil and Gas
  • Consolidated corp
Pay-Per-Return (ProSeries Professional)
$300 /Year

Features

  • Business returns supported: Pay as you go
  • Number of 1040s: $45 per return
  • 1040 NR: $45 per return
  • Number of states included for 1040 returns: All available ($37 per return)
  • Additional 1040 support
  • State business returns: $43 per state return
  • Refund transfer capability
  • Financial institution download
  • Intuit Link
  • Multiple-user access: Supported
  • Tax Planner
  • Electronic 8879 signatures: Supported
  • Cloud hosting: Supported
  • Client Letter
  • Client Invoice
  • Oil and Gas
  • Consolidated corp
  • Client Checklist
  • Client Presentation
  • Client Advisor
  • Fixed Asset Manager: Supported
  • K-1 Import
Choice 200 (ProSeries Professional)
Custom

Features

  • Business returns supported: 1120, 1120S, 1041, 1065, 990, 706, 709
  • Number of 1040s: Up to 200 total returns
  • 1040 NR
  • Number of states included for 1040 returns: All included (Up to 200 total returns, then $37 per return)
  • Additional 1040 support
  • State business returns: $43 per state return
  • Refund transfer capability
  • Financial institution download
  • Intuit Link
  • Multiple-user access
  • Tax Planner
  • Electronic 8879 signatures: Supported
  • Cloud hosting: Supported
  • Client Letter
  • Client Invoice
  • Oil and Gas
  • Consolidated corp
  • Client Checklist
  • Client Presentation
  • Client Advisor
  • Fixed Asset Manager: Supported
  • K-1 Import
1040 Complete (ProSeries Professional)
$1,950 /Year

Features

  • Business returns supported: Pay as you go
  • Number of 1040s: Unlimited
  • 1040 NR: $45 per return
  • Number of states included for 1040 returns: All available
  • Additional 1040 support
  • State business returns: $43 per state return
  • Refund transfer capability
  • Financial institution download
  • Intuit Link
  • Multiple-user access: Supported
  • Tax Planner
  • Electronic 8879 signatures: Supported
  • Cloud hosting: Supported
  • Client Letter
  • Client Invoice
  • Oil and Gas
  • Consolidated corp
  • Client Checklist
  • Client Presentation
  • Client Advisor
  • Fixed Asset Manager: Supported
  • K-1 Import
Power Tax Library (ProSeries Professional)
Custom

Features

  • Business returns supported: 1120, 1120S, 1041, 1065, 990, 706, 709
  • Number of 1040s: Unlimited
  • 1040 NR
  • Number of states included for 1040 returns: All included
  • Additional 1040 support
  • State business returns: $43 per state return
  • Refund transfer capability
  • Financial institution download
  • Intuit Link
  • Multiple-user access
  • Tax Planner
  • Electronic 8879 signatures: Supported
  • Cloud hosting: Supported
  • Client Letter
  • Client Invoice
  • Oil and Gas
  • Consolidated corp
  • Client Checklist
  • Client Presentation
  • Client Advisor
  • Fixed Asset Manager
  • K-1 Import
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Disclaimer: The pricing details were last updated on 05/01/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Intuit ProSeries Tax pricing.

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Videos on Intuit ProSeries Tax

ProSeries Product Overview
ProSeries Product Overview
ProSeries Professional Tax Full Detailed Demonstration
Learn to Use ProSeries: Using ProSeries Basic

Intuit ProSeries Tax Screenshots

K-1 Import
Keep Records
K-1 Import
K-1 Import
Keep Records

Intuit ProSeries Tax FAQs

Intuit ProSeries Tax offers the following functionalities:

  • Audit Trail
  • Electronic Signature
  • Tax Management
  • Client Management (Customer)
  • Task Scheduling

Learn more about Intuit ProSeries Tax features.

No, Intuit ProSeries Tax does not provide API.


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