Product Updates

It is important that you keep your software up-to-date by downloading and installing the latest product updates available online.

To download and install the latest updates from within ProSeries, go to the Update menu and select Update Installed Products.

After installing an update, we recommend that you view the ReadMe information within the ProSeries Help Center. The ReadMe for each module contains information regarding issues to be aware of, tax legislation issues and more.

To view more Support Options visit Online Support.

TIP: Avoiding Duplicate Pay-Per-Return (PPR) Charges
To avoid duplicate PPR charges, please make sure the Social Security Number (SSN), Client Name, and Employer Identification Number (EIN) are correct before saving or authorizing a return. View KB Article

To view more General topics visit Online Support.

Tax Info

New Tax Landscape with the American Recovery and Reinvestment Act of 2009
The American Recovery and Reinvestment Act of 2009 spells changes in income and payroll taxes that affect the current year, creating new obligations and new opportunities for your clients. We’ve collected several resources and links so you can learn more, including analysis of the effect of the new law on individuals and businesses, and sample letters to adapt for income tax clients. View Tax Article

First $2,400 of Unemployment Benefits Tax Free for 2009
On March 26, 2009, the IRS issued News Release IR-2009-29, announcing that all or part of unemployment benefits received in 2009 will be tax free for many unemployed workers. For more information, please visit the IRS Web site.

To view more Federal Tax topics visit Online Support.

Returns with Form 3468 and Form 5405 Can Be E-Filed
The IRS began accepting e-filing of returns with Form 3468 claiming the Investment Credit, and Form 5405 claiming the First-Time Homebuyer Credit of $8,000 for homes bought in 2009, with the 6 PM drain on March 30, 2009.

To view more Federal E-File and Bank Products Software topics visit Online Support or EF Atlas.

State Web Sites
Find links to state tax departments or departments of revenue. Learn more

To view more State Tax and State E-File topics visit Online Support or EF Atlas.