ALERT

ProSeries Live Communities

• Your Peers Recommend: Check out our new forum where you can ask questions and get answers about products, services and solutions recommended by your peers. Also share your ideas and best practices - anything that makes you work more efficiently! Learn More
• Most Popular Topic: One of this week's most viewed items was about mileage deductibility. Read More
• Oldest Unanswered Question: Do you know the answer to one of this week's oldest unanswered posts about distribution of an installment sale out of an S Corp? Read More

TIP: While in the ProSeries program if you can't find the answer to your question in the Live Community or Help Center, click Search Online Help in the Live Community panel to quickly go to the ProSeries Support Web site.

ProSeries Basic Edition

• ProSeries Basic Edition CD1 Contains Forms Without the “Do Not File” Watermarks
  If you installed the ProSeries Basic Edition software from the ProSeries Basic Edition CD1, the CD version of the software contains some 1040 forms that are not final but do not contain the “Do Not File” watermark on them. You should NOT file tax returns using these forms.
  
  This situation has been corrected. To get the latest forms, go to the Update menu and select Update Installed Products.
  
  As a convenience to all customers who use the ProSeries Basic Edition product, we shipped updated CDs of the ProSeries Basic product to you at no additional cost. These CDs shipped on January 9, 2009. The updated ProSeries Basic Edition CD has a label that reads “Basic Edition 2008 Release 1 UPDATE”. View KB Article

ProSeries and ProSeries Basic Edition

• ProSeries failed to license due to an unexpected error, please contact technical support. Error Code: 4 - 1
  This error often occurs when we have been unable to process your ProSeries order with the credit card information provided. If you have verified your order has processed and you still are unable to license, please view this KB article.

• "Updates Failed: OBIR Plugin PrimePatch Failed" on Vista
  After updating ProSeries 2008 on a computer running the Vista operating system, an error indicates "Updates Failed: OBIR Plugin Prime Patch Failed."
  
  This was corrected in an update that became available online on December 31, 2008. Download and install this update if you have not already done so. (Go to the Update menu and choose Update Installed Products.) View KB Article

• Signing up for Merchant Account Services
  The ProSeries Merchant Account Services program works with any Internet connection and Web browser. If you use merchant account services, your clients can pay for your services by credit card or eCheck. View KB Article

To view more General topics visit Online Support.

• IRS Begins Tax Season 2009 with Steps to Help Financially Distressed Taxpayers; Promotes Credits, e-File Options
  On January 6, 2009, The Internal Revenue Service kicked off the 2009 tax filing season by announcing a number of new steps to help financially distressed taxpayers maximize their refunds and speed payments while providing additional help to people struggling to meet their tax obligations. For more information, please visit the IRS Web site.
  
  

To view more Federal Tax topics visit Online Support.

ProSeries EF Atlas
The ProSeries EF Atlas is your one stop for general electronic filing information, as well as information on delayed acknowledgements and the status of the Intuit Electronic Filing Center. Go to EF Atlas

ProSeries/Bank Products Software

SBBT and Refund Advantage Registration Deadlines
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. View SBBT Registration Deadlines
• Refund Advantage - To enroll with Refund Advantage, visit the Refund Advantage web site, click Sign Up Now and follow the on-screen instructions. View Refund Advantage Registration Deadlines

Santa Barbara Bank & Trust (SBBT) Users

• Registering ProSeries/Bank Products Software
  Once your SBBT enrollment application has been approved by SBBT, you must register your ProSeries/Bank Products software with SBBT. In the ProSeries program, complete the bank products registration information and transmit it to SBBT. View KB Article



• Missing Z-Record or Bank Product Registration
  The Z-Record is part of the in-product registration that is completed through the ProSeries software. You will need to transmit this to the bank prior to offering Bank Products from SBBT. View KB Article

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

New Texas Tax Forms
The Texas Comptroller’s office has requested that starting January 1, 2009, only the newly approved forms with Ver. 1.1 printed in the top left corner be filed. As requested by the Texas Comptroller’s office, returns filed after December 31, 2008 should NOT be prepared using the 2007 calendar year Texas program. This includes any form of any kind; initial, final, amended or annual return. View KB Article

Florida, New York and South Carolina - E-File

E-Filing Additional State Business Returns and Extensions
New for tax year 2008, you can use your ProSeries software to electronically file the following types of state business returns and extensions:

• Florida Corporation returns and extensions
• New York Partnership returns and extensions
• South Carolina Corporation and S Corporation returns

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