Download and Install Product Updates

Reminder, it is important that you keep your ProSeries software updated.

The fastest and easiest way to get the latest updates is from the Update menu within the ProSeries software.

In ProSeries, go to the Update menu and choose Update Installed Products. View KB Article

• Live Community: Ask a peer a question. Search for questions other customers have asked and find answers on the Live Community.
  
  TIP: You can customize what questions are displayed on the screen. Click All Questions, Answered Questions or Unanswered Questions to filter what questions are displayed. You can sort these questions by Date, Popularity or Latest Activity. For example, to view the most popular answered questions, click Answered Questions and Popularity.



• EF Atlas: Have a question about electronic filing? Check out our all-inclusive e-file resource, the EF Atlas.



• Click-to-Call Feature: Don't wait on hold for technical support. Try our new click-to-call feature that allows you to skip to the head of the phone queue when you search online for your answer first. Use our powerful new search engine to quickly find your answer. If you are unable to find your answer, we'll provide you with a token that puts you at the front of the phone queue. Learn more

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. View KB Article

To view more General topics visit Online Support.

• IRS QuickAlert: Individual Filers - Important message about computing the Recovery Rebate Credit
  On February 8, 2009, the IRS sent out the following QuickAlert: "...Important message about computing the Recovery Rebate Credit - Key Message - The only way to avoid a delay in taxpayers' refunds is to put the correct amount on the appropriate Recovery Rebate Credit line for Forms 1040, 1040A or 1040EZ. Any other choice, either an incorrect amount, leaving the Recovery Rebate Credit line blank or entering a zero (unless that is the correct amount) will guarantee a refund delay..." View KB Article



• IRS QuickAlert: Individual Filers - IRS offers Tips to Avoid Recovery Rebate Credit Confusion
  On February 2, 2009, the IRS sent out the following QuickAlert: "...Please see the latest news release (IR-2009)-10 issued on January 30, 2009. IRS offers Tips to Avoid Recovery Rebate Credit Confusion. The news release provides tips on how to avoid confusion on the recovery rebate credit. Knowing the amount of your client's 2008 stimulus payment is the key to getting the recovery rebate credit right. There are three ways individuals can find out how much they received- See Notice 1378 mailed last year, Go to How Much Was My Stimulus Payment? on IRS.gov or call 1-866-234-2942. As the IRS detects and corrects return errors concerning the recovery rebate credit it could affect the refunds for those returns. Refund delays are currently no longer than about one week..." View KB Article



• American Recovery and Reinvestment Act of 2009
  "On January 28, the House passed the American Recovery and Reinvestment Act (HR 1), working from priorities shared with President-elect Barack Obama. This recovery package is the first crucial step in a concerted effort to create and save 3 to 4 million jobs, jumpstart our economy, and transform it for the 21st century. This means real change: it will strengthen the middle class, not just Wall Street CEOs and special interests in Washington..." For more information, please visit TaxAlmanac.



• Highlights of 2008 Tax Law Changes: Tax Breaks Renewed, Recovery Rebate Credit, Homeowner Relief
  In January 2009, the IRS issued FS-2009-1, highlighting 2008 tax law changes. "AMT exemptions rise; several expiring deductions and credits get a new lease on life; a new standard property tax deduction and a special first-time homebuyer credit are available to some homeowners; and retirement savings incentives expand. These are among the changes taxpayers will find when they fill out their 2008 tax returns. More information about these and other changes, summarized below, can be found on IRS.gov and in various IRS documents, including the Instructions for Form 1040..." For more information, please visit the IRS Web site.

To view more Federal Tax topics visit Online Support.

• TIP: Online E-File Status Lookup Feature
  Reminder, you can view the status of your e-file returns online. Login to your My ProSeries account and click Client E-File Status on the My ProSeries overview page. To view the status of your electronically filed returns, simply select the filter criteria, then click the Submit button.

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

• District of Columbia Increases Earned Income Tax Credit
  On February 6, 2009, the District of Columbia Office of Tax and Revenue issued a release regarding an increase in the District’s Earned Income Tax Credit (EITC). The District’s EITC has been increased from 35 percent to 40 percent of the federal credit. View KB Article

Delaware, Illinois, New York and Rhode Island

• Taxpayers in Four States File with Different Centers this Year
  On January 21, 2009, the IRS issued News Release IR-2009-7, announcing that taxpayers in Delaware, Illinois, New York and Rhode Island who file paper income tax returns will send them to different processing centers this year. Taxpayers in Delaware, New York and Rhode Island will now send their tax returns to the IRS Kansas City Service Center in Kansas City, Mo. Taxpayers in Illinois will now send their tax returns to the IRS Fresno Service Center, in Fresno, Calif. For more information, please visit the IRS Web site.