Pro-Series Professional Tax Software is one of the most extensive tax software available in the market. This desktop-based tax software is efficient as well as user friendly. Pro-Series Professional Tax software can be customized by the user according to his/her requirements based on the number of tax returns.
The software can be easily connected to any IT resources and one can easily track, view and manage the e-filed returns as well as the progress of clients returns can also be tracked. It also has an online portal that helps in submitting of the tax by the clients. With the Intuit Pro-Series Professional Tax Software Update 2018 several more features were added. This article intends to give an overview of those added features.
New Features Added on Pro-Series Professional Tax Software Update 2018
The updates are made in a way that it will save your time in filing tax returns.
Easy and Fast Ways to Obtain Accurate Date:
- Keyboard shortcuts
- Automatic download of next year products
- Line sensitive help, i.e. word suggestion of the related list for autofilling.
- On-screen help is constant when filing for a return
- Less scrolling and faster data entry with quick entry sheets for Professionals only.
- Basic only has tax return guidance with
- Input on the left side of the navigation
- Based on the client you have the ability to select the inputs
- Input/out tabs for forms
- Only in professional you can split married filing joint returns
Managing Clients is Easier
- You can record the client’s information like the status and the progress of the return.
- On Professional you can identify missing data of a client
- Professional only has the checklist of items for the return based on last year.
- Professional only gives you the option of charging the clients based on hurly fees, flat fees or other performing charges for billing.
- Clients presentation
- Advisor for the client
- Tax planner
Some More Tools
- Multiyear e-filing
- For e-returns you can attach PDF files
- Professional Only: K-1 transfer
- Client snapshot
- Task Scheduler
- PDFs send by email can be protected by password
Can be Integrated with Other Applications
- Data can be imported from QuickBooks, Quicken and TXT files
- From Fixed Asset Manager too importing can be done
- From Financial Institutions data can be downloaded
How to Update the Pro-Series Professional QuickBooks Tax software?
You need to have an internet connect, it is essential. Then go to proseries.com and download the pro-series professional tax software.
Why use Pro-Series Professional Tax software?
- It has one of the best s for its users, be it the telephonic or knowledge-based forum ones.
- Accuracy is maintained by avoiding data duplication. It also uses double data entry method so that the accuracy can be maintained.
- It collaborates with other accounting software so that data can be transferred and information can be exchanged internally.
- Printing can be done with few clicks and in a customized ways. It has the capacity to print almost any kind of report.
- It also has built in backup features.
- Also pro has the option of multi-user function.