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ProSeries Frequently Asked Questions

How do I transfer or adjust my pay-per-return (PPR) balance?

Products Affected:

• ProSeries Tax Products (PPR Option)

PPR account balances are not refundable and are not intended to be transferable or carried forward to another tax year. For this reason, we encourage you to only place in your PPR account the amount of money that you will actually need. However, we understand that there will be some situations, such as the purchase of a new computer, when you will need to have your PPR account balance transferred or adjusted.

We recognize how important it is to protect the funds in your pay-per-return account and want to do everything possible to help you manage your pay-per-return account balance. If you encounter an issue that requires transferring or adjusting the PPR balance in your ProSeries program, please follow the steps below to obtain assistance.

Follow these steps to transfer your PPR balance:

1. If your PPR balance is more than $50.00, please fax your audit report showing the balance that you want to transfer along with a brief explanation to 800-284-7418.
2. After faxing your audit report, please wait about 5-10 minutes before contacting Customer Service.
3. After waiting 5-10 minutes, open the ProSeries tax program containing the PPR balance that you wish to transfer.
4. Go to the Tools menu, hold down the CTRL key, and choose Pay Per Return.
5. Click Set Bank Balance.
6. Contact Customer Service at 800-374-7317 and provide the Customer Service representative with the six-digit PPR code that is displayed on the screen.
7. The Customer Service representative will provide you with your authorization code. Enter this code in the Enter Authorization Code box and click OK.
8. Please follow any additional instructions that your Customer Service representative provides.

Follow these steps to adjust your PPR balance:

1. If your PPR adjustment is more than $50.00, please fax your audit report (if one is available) showing the balance that you want to adjust along with a brief explanation to 800-284-7418.
2. After faxing your audit report, please wait about 5-10 minutes before contacting Customer Service. Then, contact Customer Service at 800-374-7317.

Follow these steps to print the audit report:

1. Open the ProSeries tax program containing the PPR balance that you wish to transfer or adjust.
2. Go to the Tools menu and choose Pay Per Return.
3. Click Print audit report, then Close.

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