ProSeries Newsletter
March 19, 2010 • TY09, Vol. 8
Newsletter Highlights
Discover Your Free In-Product Support Options

Get Answers While You Work, Making You More Productive

Getting immediate answers to your questions is faster and easier than you may think! The following tools are available for free right from within ProSeries:

    Ask IVA
  • Ask Intuit's Virtual Agent, IVA, which can answer your question, suggest knowledgebase and online community articles, or connect you with a live chat agent during normal business hours.

  • Access Live Community to get answers from your peers.


  • Press F1 at any time for field and screen help.


  • Use the About and Most Common Support Questions sections to view field level help and most common questions specific to the form currently in view.


  • Use the Where Do I Enter? functionality to find a form or input field by clicking "Where Do I Enter?" from any form. (This feature is only available in the federal 1040 and 1065 products.)
ProSeries contains each of these support options to help you prepare your tax returns. Click here to see these tools in action and learn more about the in-product and online support options.

*Want access to 1.5 million sections, articles, charts, letters and documents from Federal and State expert summaries? Check out Tax Research for ProSeries.


Top Reasons ProSeries Users Contact Support

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

Have a question that doesn't appear in this newsletter? Visit ProSeries Online Support to search our knowledge base, ask IVA, browse FAQs, view hot topics, and much more.

ProSeries Issue to be Aware of

New York Fiduciary E-File Mandate Exception

New York Fiduciary: New York has issued a mandatory e-file requirement for all return types filed beginning on January 1, 2010. ProSeries does not support 1041 (Fiduciary) e-filing for TY09. There is an exception for the e-file mandate for 1041 customers for TY09. 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.

News from the IRS

Beware of IRS' 2010 "Dirty Dozen" Tax Scams

On March 16, 2010, the IRS issued News Release IR-2010-32, regarding its 2010 "dirty dozen" list of tax scams, including schemes involving return preparer fraud, hiding income offshore and phishing. For more information, please visit the IRS Web site.

Tips, Tricks and Shortcuts

Use the Task Scheduler to Automatically Download Program Updates

Never miss a critical update again. Set up the Task Scheduler to automatically download program and forms changes, e-file acknowledgments, and tax alerts. Choose settings that best support your productivity and efficiency during tax season. For more information, please view the Task Scheduler Video.

Note: The Task Scheduler feature is not available in ProSeries Basic.

 

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