ProSeries Home ProSeries News - TY08, Vol. 1
November 12, 2008
Newsletter Categories
General Information
Federal Taxes
Federal E-File & Bank Products Software
State Taxes & State E-File
Useful Online Links
Newsletter Archive
ProSeries Online Support
ProSeries Community
TaxAlmanac
Tax Articles

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View the How to get Faster Better Answers video to quickly become familiar with these new options, then try these Web First Options today!
 General Information
ProSeries and ProSeries Basic Edition
  • CD Ship Dates
    • The ProSeries Headstart CD for tax year 2008 is expected to begin shipping the week of November 17, 2008.
    • The ProSeries Basic Edition CD for tax year 2008 is expected to begin shipping the week of December 22, 2008.

  • TIP: Using the Download Next Year's ProSeries Product Feature
    If the 2007 program is installed on your computer and the computer is connected to the Internet, you can use the "Download Next Year's ProSeries Product" feature within the 2007 program to easily download and install the first tax year 2008 product when it becomes available. To use this feature, follow these steps:
    • Open your 2007 ProSeries or ProSeries Basic Edition program.
    • From HomeBase, go to the Help menu and select Download Next Year's ProSeries Product.
    • Follow the on-screen instructions.

    If you attempt to use this feature before the download is available, a dialog box will inform you that the tax year 2008 product is not available for download at this time... Click OK and try again later after the download is available.

    Important ProSeries/Client Organizer Note: When both the 2007 ProSeries/Client Organizer and ProSeries/1040 products are installed on your computer, the "Download Next Year's ProSeries Product" feature will first download the 2008 ProSeries/Client Organizer. During installation of the download a Tax Year 2008 Product Selections dialog box will appear. Verify the 1040 is checked. Learn more

Search the Knowledge Base to view more General topics.

 Federal Taxes
ProSeries/1040 and ProSeries Basic/1040
    Amending an Individual Return (Form 1040X)
    Form 1040X is included in the ProSeries federal individual software. The software works by bringing the current figures into Form 1040X and "freezing" the figures in Column A of the form. Learn more

Search the Knowledge Base to view more Federal Tax topics.

 Federal Electronic Filing and Bank Products Software
ProSeries/1120, 1120S, 1065 and 990
    Intuit Electronic Filing Center - Business Returns
    The Intuit Electronic Filing Center is now processing business returns. You can resume electronically filing business returns for tax years 2006 and 2007. Electronic filing of tax year 2008 business returns will begin in January.

ProSeries/1040 and ProSeries Basic/1040

    Intuit Electronic Filing Center - Individual Returns
    The Intuit Electronic Filing Center will begin accepting electronically filed tax year 2008 individual returns at 9 p.m. (PT) on January 15, 2009.

ProSeries/Bank Products Software

    Offering Bank Products
    If you wish to offer bank products to your clients for the upcoming 2009 tax season (2008 tax returns), you must first enroll with either Santa Barbara Bank & Trust (SBBT) or Refund Advantage. You can only enroll with one bank.
    • SBBT - To enroll with SBBT, login to My ProSeries, click SBBT Enrollment Form and follow the on-screen instructions. It is important that you enroll before the appropriate SBBT Registration Deadline.
    • Refund Advantage - To enroll with Refund Advantage, visit the Refund Advantage website, click Sign Up Now and follow the on-screen instructions.

Search the Knowledge Base or visit EF Atlas to view more Federal E-File and Bank Products Software topics.

 State Taxes and State Electronic Filing
All States
    State Web Sites
    Links to State Tax Departments (Departments of Revenue) Websites.

Search the Knowledge Base or visit EF Atlas to view more State Tax and State E-File topics.

If you have any questions or comments about this newsletter, please contact a ProSeries agent through the e-mail support feature located in the My ProSeries section of the ProSeries Web site.

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