Thanksgiving Holiday Schedule

ProSeries Customer Service and Support will close at 2:00 p.m. (Pacific Time) on Wednesday, November 26, 2008. We will remain closed on Thursday and Friday, November 27 and 28, 2008, in observance of the Thanksgiving holiday. We will reopen on Monday, December 1, 2008, at 6:00 a.m. (Pacific Time).

Reminder, answers to many of your support questions may be found 24/7 on our ProSeries Support web site. You can browse Quick Answers, search the Knowledge Base, select Topics or visit the Live Community.

If you are not familiar with the ProSeries Support web site, we suggest you take a few minutes to view the How to get Faster Better Answers video to quickly learn about these support options.

Intuit Document eSort and Intuit Online Document Exchange

Important Correction: We recently began communicating two new soon-to-be-available products, Intuit Document eSort and Intuit Online Document Exchange. We wanted to make sure that you were aware that these products must be purchased separately from the ProSeries professional tax software. We apologize for any inconvenience this may have caused. For more information about these products, please visit the Intuit Document eSort page or Intuit Online Document Exchange page.

ProSeries Headstart and Client Organizer Now Available
The ProSeries Headstart and Client Organizer downloads for tax year 2008 are now available online. The CD began shipping the week of November 17, 2008.

If the 2007 ProSeries 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. Learn more

ProSeries and ProSeries Basic Edition

TIP: Installing ProSeries Software on a New Computer
When you purchase a new computer, you will need to install the ProSeries software on the new computer and then copy your client files from the old computer to the new computer. ProSeries does not support moving or copying the ProSeries software to a new computer. Learn more

Search the Knowledge Base to view more General topics.

Draft 1040 Program
The ProSeries Headstart software includes a draft 1040 program. We encourage you to familiarize yourself with the draft 1040 program. You can NOT use the draft 1040 program to file tax year 2008 tax returns - wait for the next 1040 which we anticipate will be available online in mid-December.

Search the Knowledge Base to view more Federal Tax topics.

Electronic Filing Identification Number
All ProSeries users must have an Electronic Filing Identification Number (EFIN) to e-file tax returns. To receive an EFIN, you must register with the IRS by completing Form 8633, Application to Participate in the IRS e-file Program, at least 45 days before you want to start e-filing returns. If you do not have an EFIN, you can register online using e-services on the IRS Web site.

If you already have an EFIN, your Form 8633 should include all types of tax returns you will be e-filing. You can revise your application on the IRS Web site.

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 web site, 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 Web Sites
Links to State Tax Departments (Departments of Revenue) Web sites.

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