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800-934-1040
www.proseries.com
Intuit offers three versions of its ProSeries line of professional tax preparation software: Basic, for small practices focusing only on 1040 preparation; Express, for firms with a high volume of bank products; and the Professional version, which provides a suite of modules for 1040, 1041, 1120/1120S, 1065, 990, 706 and 709 compliance. The company offers the modules individually or in bundled packages, such as the Power bundle for $3,999, which includes all return preparation modules and includes the right to use the program on all workstations within an office as well as on laptops and home computers of the staff of that office. E-filing is not included in the purchase price, but is available for $3 per federal, $2 per state; or in an unlimited package for $250 for unlimited Individual E-filing (free if returning customers renew and pay by June 15) and $100 for unlimited Business E-filing. ProSeries is also available on a pay-perreturn basis.
LEARNING CURVE
ProSeries opens to a multipaned screen called the Home Base, which primarily offers a client list spreadsheet that includes sortable columns of multiple client data. The client list can be filtered to include all tax types or only clients with specific primary forms. Also available from the Home Base is a Help Search field; tips on performing specific tasks; the Message Center, which provides information on software and product updates; and the program icon bar and pull-clown menus. Client returns open within a master panel that shows the active dataentry sheet or form. Additional forms and data-entry sheets are accessible via a menu on the left that divides the form activity into categories, but also allows jumping directly to specific forms, schedules and worksheets. This menu offers a variety of views, including viewing by form number/name, viewing by activity description, viewing only the forms currently in use for the client, and a list that can be customized to show frequently used documents.
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