If you run an accounting firm, then you can use Intuit ProSeries Tax software to complete a multiple amount of returns. With this Intuit Tax software, you’ll get access to a complete set of forms and schedules to use for both your individual and business clients.

Since the professional tax software by Intuit has so many facets, you will need to consider your Intuits ProSeries Tax software education and training options. Training on the tax software by Intuit can also allow you to be eligible for continuing education credit through the National Association of State Boards of Accountancy.

1. Gather information about Intuit’s ProSeries Tax software. Learn the features and how to use Intuit tax software.

2. Get training from the suppliers of Intuit’s ProSeries Tax software. When purchasing the product, discuss any educational opportunities.

3. Communicate with other users about professional tax software by Intuit. Other accountants can help give you info about Intuit’s ProSeries Tax software.

Action Steps
The best contacts and resources to help you get it done

Read online materials regarding tax software by Intuit

Before you purchase and train on the Intuit ProSeries Tax software, you'll want to learn about the product. Packages typically run upwards of $1000, so you will want to make sure that you will be able to grasp the technology behind the tax software.

I recommend: The CPA Technology Advisor has review articles and discussion pieces that delve into the ProSeries tax software. You can also learn about special features that you may not know exist. Accounting Software 411 has a similar library of information regarding tax software by Intuit.

Learn from Intuit ProSeries Tax software providers

As part of your purchase package, suppliers will likely offer the chance to receive training on the Intuit Tax software program. The training you will opt to complete will likely be sponsored by Intuit.

I recommend: Through the Intuit ProSeries website, you can view the different options regarding training on the professional tax software from Intuit. The company offers a self paced training program that includes webinars, video demonstrations and step by step screenshots. You can also choose to attend Intuit Academy, sponsored by Learn.com, which can teach you the basics of Intuit professional tax software as well as e-filing.

Communicate with other users of Intuit's ProSeries Tax software

Sometimes the best training method is to converse directly with other users of Intuit tax software. Forums, message boards and other community based resources can help you finish your training as well as provide troubleshooting if you run into problems in the future.

I recommend: The Intuit Community sponsors a ProSeries forum that not only allows you to communicate with other users, but also access Intuit’s extensive knowledge base. Rockryno.com also sponsors a tax and software accounting forum to help with different programs.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  Remember to review training materials for Intuit ProSeries Tax software on an annual basis. Changes in tax laws and filing rules will need to be updated on your Intuit tax software program.

Filing and managing taxes for your business with a tax software program such as Intuit's ProSeries tax software, can be both economical and efficient. Using a software program can save your business time, help prevent tax filing errors and help keep your business tax information organized.

There are several Intuit ProSeries tax software products available to help meet the needs of businesses of various sizes and in various industries. You can use online tools to help you learn about these various products and choose the one to best meet the needs of your business. When thinking about using Intuit's ProSeries tax software, be sure to:

1. Learn about the features of the four ProSeries tax software products.

2. Examine the ProSeries tax software via demonstrations and software evaluations.

3. Consider training on the ProSeries tax software of your choice.

4. Examine your customer service and technical support options

Action Steps
The best contacts and resources to help you get it done

Examine the features and capabilities of the Intuit ProSeries tax software

Intuit has four different ProSeries tax software products including a ProSeries Basic package and three ProSeries Professional packages (pay per return, 1040 complete and customize). Get information about Intuit's ProSeries tax software products to choose the right software package to meet the needs of your business.

I recommend: Obtain information about the ProSeries Basic package. Learn about the features and benefits of the ProSeries Professional pay per return, 1040 complete and customizable packages. Compare the Basic and Professional software packages.

Check out the Intuit ProSeries tax software products firsthand

If you are thinking about using Intuit's ProSeries tax software in your business, checking out the software firsthand is imperative. You can go on online guided tours of both the basic and professional ProSeries tax software products, or you can request evaluations of the software.

I recommend: Go on a free guided tour of the Intuit ProSeries Basic edition. Take a tour of the ProSeries Professional tax software by Intuit. Obtain an online evaluation of Intuit's ProSeries tax software.

Obtain training on Intuit's ProSeries tax software

Think about training your accountants or other financial professionals on the Intuit ProSeries tax software program that you choose. Training is especially important if your staff doesn't have prior experience with tax software programs for businesses.

I recommend: Register for ProSeries training sessions and webinars. Use the online ProSeries self-paced training to gain knowledge and familiarity with the Intuit tax software. View online video tutorials to further train on the professional tax software by Intuit.

Consider customer service and support for the professional tax software by Intuit

Know that as a ProSeries tax software user, you will have access to customer support and training from Intuit. While you can get help from Intuit over the phone, their online help tools put assistance immediately at your fingertips.

I recommend: Search or browse the Knowledge Base for frequently asked questions or common help topics. Check out the ProSeries forums to post and answer questions from other ProSeries tax software users. Log into ProSeries for access to email help and online chat assistance.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  Make sure that this particular Intuit tax software works with your current computers and operating system.
• •  Obtain tax software by Intuit from various Intuit ProSeries tax software providers. Consider price, customer service and technical support when choosing a software provider.