Got a question?

We know it’s important to offer a variety of support options so you can choose the option that’s right for you. Go to ProSeries Online Support and choose the option you wish to use.

• Intuit Virtual Agent (IVA) - To ask Iva a question, type your question in the search field, then press "Enter" or click the "Ask Iva" button. If you don't find an answer, Iva can also connect you to our agent Knowledge Base and Online Community for answers, plus link you directly with live agents via Chat.
• Knowledge Base - Search for answers in the same Knowledge Base used by our agents. Type a keyword or question in the search field, then click the "Search" button.
• Quick Answers and Hot Topics - Browse Quick Answers and Hot Topics, then click the link for the KB article you wish to view.
• Online Community - Visit the Online Community to get help, give advice, and connect with other ProSeries users.
• EF Atlas - Visit EF Atlas to find the latest e-file alerts and delayed acknowledgment information.

Top Reasons ProSeries Users Contact Support

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

• How do I download and install products and updates?
• How do I add / install / download a state?
• How do I transfer ProSeries client files?
• E-File Status is not Updating or Awaiting Acknowledgments for Returns
• After E-Filed Return is Accepted, Errors May Prevent Saving, Printing or Opening State

Visit ProSeries Online Support today!

Additional Online Resources

In addition to our online support options, Intuit offers a variety of other online resources for tax professionals that you may find helpful:

• TaxAlmanac - A free online tax research resource. Visit TaxAlmanac today to read the latest featured article.
• Intuit Academy - Visit the Intuit Academy to learn more about our new time saving feature videos, on-boarding training for new ProSeries users, and ProSeries 1040 certification.
• Tax Articles - Visit the Accountant Web site to read the latest tax articles.

Use Task Scheduler to Automatically Check for ProSeries Updates

Use Task Scheduler to check for updates on the days and at the times you schedule. For more information, please view the Task Scheduler Video. (Task Scheduler is not available in ProSeries Basic.)

IRS Posts Tax Season 2010 Information

The IRS has posted news releases, fact sheets, tips, videos and much more for tax season 2010 on their Web site. For more information, please visit the IRS Web site.

New Homebuyer Credit Form Released; Taxpayers Reminded to Attach Settlement Statement and Other Key Documents

On January 15, 2010, the IRS issued News Release IR-2010-6, announcing that they released the new form that eligible homebuyers need to claim the first-time homebuyer credit this tax season and announced processing of those tax returns will begin in mid-February. The IRS also announced new documentation requirements to deter fraud related to the first-time homebuyer credit... For more information, please visit the IRS Web site.

IRS Proposes New Registration, Testing and Continuing Education Requirements for Tax Return Preparers Not Already Subject to Oversight

On January 4, 2010, the IRS issued News Release IR-2010-1, announcing the results of a landmark six-month study that proposes new registration, testing and continuing education of tax return preparers... For more information, please visit the IRS Web site.

Exception for NY Fiduciary e-File Mandate for Lacerte and ProSeries Customers for TY09

New York Fiduciary Users: New York has issued a mandatory e-file requirement for all return types filed beginning on January 1, 2010. Lacerte and ProSeries do not support 1041(Fiduciary) e-filing for TY09.

There is an exception for the mandate for Lacerte and ProSeries 1041 customers for TY09. This means that if customers have purchased software that does not support e-filing for 1041, they will be able to still paper file this form for TY09. For more information, please view the KB Article.

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