The Intuit ProConnect ProSeries availability expectations
|Component of ProSeries||Pre-January releases||January "e-File Go-Live" release|
|General purpose||Available for install and setup firm preferences|
|Organizer and Proforma||Ability to generate client Organizers and Proforma client data.||Ability to generate client Organizers and Proforma client data.|
|Input, calculations, diagnostics||Due to expected tax law changes by federal and/or state taxing authorities, most tax input, calculations, and diagnostics are not final.||Programs will be up-to-date based on the requirements provided by taxing authorities and are subject to change as a result of changes in tax law. Ensure your product is always current by installing updates as they become available.
After installing an update, all returns must be calculated again prior to e-filing.
|Forms and e-File||Due to pending tax law changes and final agency approvals, most forms and e-file capabilities are not final or approved. e-File transmissions are also not available at this time.||Forms and e-file capability are available after the IRS begins accepting electronically filed returns. e-File transmissions will be available for approved agencies.
ProSeries Release Dates for Products Forms and Schedules for details regarding federal and state form releases.
|Federal and states||Most federal programs are available with many watermarked forms. Most state programs are not available.||ProSeries Release Dates for Products Forms and Schedules for details regarding federal and state form releases. For requirements for printing draft forms, see State Requirements for Printing Draft Forms in ProSeries.|
Frequently Asked Questions:
Where can I go to download the ProSeries program?
The program can be downloaded by logging into My Account or from within the prior year program.
- MyAccount: Once you've logged in, the option to download the current year program and prior year programs will be available on the landing page.
- Within Prior Year Program: From the Help drop-down menu, select Download Next Year's ProSeries product and follow the prompts.
When will the different tax modules be available?
All tax modules will be available for download on the first 2018 Release. If the tax module is grayed out after install you will need to Download and Install ProSeries Product and Form Updates.
Will there be program releases that are not listed above?
There are situations where an unscheduled update may be necessary. If you would like to set up automatic updates, see Configure or Disable The ProSeries Task Scheduler. In addition, as we are ramping up for e-file there may be daily updates in an effort to make the e-file forms available as soon as possible.
I think something changed in my program. Is there a place I can visit to review the updated tax items?
Documented changes can be found under Help > Help Center. Select the desired formset under ReadMe Information.
How will I know when my forms are available for e-file? I can see the watermark for paper filing, but I'm not sure about e-file.
E-file updates can occur daily until all forms are released. Please visit ProSeries Release Dates for Products Forms and Schedules for specific e-file form availability.
Related Topics:ProSeries Release Dates for Products Forms and Schedules
Configure or Disable The ProSeries Task Scheduler
ProSeries Hours of Operation
Download and Install ProSeries Product and Form Updates