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Intuit tax software review


Intuit tax software review

All data entry for ProSeries Tax is accomplished through what Intuit dubs Smart Worksheets.  These Smart Worksheets are designed to mitigate multiple tiers of navigation to and from the main tax forms.  This also allows users to enter a large amount of data directly on. Intuit has also invested a number of resources to building a network allowing professionals to communicate directly with each other.  Live chat options during normal support hours are now directly built-in and can drastically reduce any wait times in troubleshooting program issues. ProSeries Tax is designed as an affordable tax software solution to assist tax practitioners with processing returns quickly.  New for the current year are significant updates to the electronic filing functionality and a complete overhaul on PDF capabilities. Users also have the option of using the built-in trial balance import feature to manually enter trial balance information and make simple adjustments.  One final data integration point is through TurboTax software.  Any user converting from or client who previously used Intuit's TurboTax may directly import. All print jobs inside ProSeries Tax are now automatically converted to PDF format with the end result appropriately routed.  This allows all print jobs, previews, archives and document management storage to be routed without further user intervention.  Payroll information may be downloaded directly from ADP and Intuit Payroll Services, with all appropriate ProSeries Tax W-2 fields populated automatically.  Tax Import is priced per return, with reduced pricing available when purchased in bundles of 50 or 100 returns. Multi-state functions are provided, though not all state forms are automatically generated or fully calculated.  An allocation worksheet is provided to aid in the direct income allocation between multiple states. A great deal of effort was placed on updating the electronic filing capabilities for the. At the top of the screen are specific areas for help and assistance with one of the areas dedicated to specific information and instructions for the data entry worksheet currently in view.  A refund/balance due indicator is located in the information screen title bar and. Intuit uses 128-bit data encryption and typical processing is limited to machine-to-machine intervention and rarely requires human intervention. In addition to scanned documents, investment data may be downloaded directly into ProSeries Tax from 20 financial institutions.  Each field on the tax form has a magnifying glass that directs users to the correct underlying data input worksheet. Currently, ProSeries Tax offers support for over 3,200 forms across all major tax entity types.  Small to medium-sized practices and sole practitioners who focus primarily on tax and have low to medium complex returns. Click "Continue Reading" below to see the full review. ProSeries Tax is the mid-tier tax software solution offered by Intuit.  ProSeries Tax now features ProSeries Tax Research powered by BNA which is integrated directly into the program and enables quick access to research articles that may be attached to the return or saved for later recollection. 




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