Installing 2009 ProSeries or ProSeries Basic Tax Software

Are you ready for the upcoming tax season? If you have not already installed your 2009 ProSeries or ProSeries Basic tax software we recommend that you do so now. Download the tax software via the Internet or install it from the CD. For more information, please view the KB Article.

Reminder, keep your tax products up-to-date by regularly getting product updates via the Internet. In ProSeries, go to the Update menu and select Update Installed Products or use the Task Scheduler. (Task Scheduler is not available in ProSeries Basic.)

IRS Electronic Filing Identification Number (EFIN)

E-File Users - The IRS will begin accepting tax year 2009 e-file returns on January 15, 2010. The Intuit Electronic Filing Center will begin processing tax year 2009 returns at 11:59 p.m. (ET) on January 14, 2010.

You must have an Electronic Filing Identification Number (EFIN) issued by the IRS if you want to e-file tax returns. If you already have an EFIN, it is important that the IRS has up-to-date information. For more information, please view the KB Article.

Pacific Capital Bank Enters Letter of Intent to Sell E-Filing Financial Services Division of SBBT

SBBT Users - On December 26, 2009, Santa Barbara Bank and Trust (SBBT) issued the following announcement:

"As you may have seen in recent public announcements, Pacific Capital Bank ("PCB") has entered into a letter of intent to sell the E-Filing Financial Service Division of Santa Barbara Bank & Trust (the "Tax Division"). The Tax Division will continue to operate as an independent company under the same management team, in the same facility including the same employees. We anticipate that the sale will close before the tax season begins. We are currently in advanced discussions with another banking partner to be able to offer Refund Anticipation Loans and Refund Transfers. We anticipate no interruption in service and will continue to maintain a competitive program. Updates will be released as information becomes available. You can continue to go to the web address www.sbbtral.com for updates. We appreciate your continued support."

As we learn more, we will update ProSeries Online Support.

Finding Answers Fast

Have you met Iva our new Intuit Virtual Agent? Iva connects you to our agent knowledgebase and online community for answers, plus links you directly with live agents.

Got a question for Iva? Go to ProSeries Online Support type your question and press "Enter" or click the "Ask Iva" button.

Click the links below to find answers to common questions ProSeries users ask this time of year.

• When does e-file season begin for tax year 2009?
• How do I download and install products and updates?
• How do I transfer ProSeries client files?
• How do I enroll and register with Santa Barbara Bank and Trust?
• How do I install ProSeries on a new computer?

Visit ProSeries Online Support today!

Getting the Most Out of ProSeries

In just minutes, learn from your peers how to save even more time in ProSeries this tax season. Watch these new Feature Training Videos and see how much time you could save.

Best yet, these are FREE features that are already included in your ProSeries tax software. (Shortcuts is the only feature available in ProSeries Basic.)

ReadMe Information

After you install a product update, we recommend that you view the ReadMe file for that product to find out what forms can't be filed yet and issues you should be aware of. For more information, please view the KB Article.

New for 2009 ProSeries and ProSeries Basic

Listed below are a few of the changes in the 2009 ProSeries and ProSeries Basic tax software. For more information, please view the KB Article.

• Windows 7 and 64-bit Windows operating systems are now supported in 2009 ProSeries software.
• Dial-up Internet connection is no longer supported. (High-speed Internet connection is used for downloading products and updates. There will be only one CD release.)
• Electronic filing is now included at no additional charge across supported individual and business returns. This includes both unlimited and pay-per-return licenses.
• ProSeris Plus is now included at no additional charge in ProSeries/1040 unlimited. (ProSeries Plus is not included in ProSeries Basic.)

New on the 2009 Form 1040

The durable Form 1040 changes more some years than others, and this year is one of those marked by change - including new forms and more complex requirements for the standard deduction. Our tax specialists walk you through the 1040 for the 2009 tax year - line by line. Plus a client letter to educate clients or bring in prospects. For more information, please view the Tax Article.

New York State Tax Preparer Registration

Beginning with the 2009 tax year, certain paid preparers are required to register (each year) with the New York Department of Taxation and Finance in order to prepare New York returns. After registration is complete preparers will receive their New York Tax Preparer Registration Number (NYTPRIN) which must be printed in the preparer section of each New York State return. For more information, please view the KB Article.

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