Intuit ProConnect Group Announces New Updates to ProSeries and Lacerte for Tax Year 2019
Today, Intuit Inc. (Nasdaq: INTU) is announcing the availability of ProSeries and Lacerte updates for Tax Year 2019. Intuit has made key improvements designed to make ProSeries (Basic and Professional) and Lacerte better for tax professionals, including upgrades to security, overall performance, steps toward reaching 100% e-file coverage and continued strong support for tax reform.
Security and Personalization
Intuit knows security is always top of mind for its customers, which is why new security features will help ensure strong data protection for tax pros and their clients, including meeting or exceeding IRS security guidelines and updated access rights.
Both ProSeries and Lacerte will also have updates to help tax pros further personalize their accounts. With updated integrations available in Quick Employer Forms, Document Management, and Tax Scan, pros can save time with these added features, all in one place. Plus with smart search and enhanced alerts, tax professionals can find answers and get notified earlier to be more proactive and in control for their clients.
Updates to ProSeries Tax Year 2019
For ProSeries, new features and productivity enhancements, include:
- E-file locked returns: Lock returns so calculations don’t change. ProSeries detects calculation updates, so pros are notified to control and decide when to make any new changes and e-file.
- Undo/Redo: Quickly undo data entry mistakes and more easily run scenarios for clients. Simply click to undo previously entered data, and choose the option to revert using the redo function.
- Date control on letters and invoices: Simply click to decide which date displays on client letters and invoices. Customize each return using checkboxes on the Client Status worksheet, or use the global option to set every e-filed return to reflect the e-file acceptance date.
- Multiple client letters (Available for ProSeries Professional only): Choose from 18 new standard client letters, including a standard engagement letter, amendment letter, Spanish client letter, and privacy statement for 1040 clients. For Business Clients, access the standard client letter plus a standard engagement letter and a privacy statement.
In addition to 121 new forms and 69 new e-file capabilities, there is a new automatic data flow from 1040NR to NY and CA state returns, multiple new client letters to choose from, including a standard engagement letter, amendment letter, client letter in Spanish and privacy statement for 1040 clients and new pay-by-refund enhancements, including a new signature pad integration and streamlined enrollment experience. ProSeries Professional and ProSeries Basic are now available for download.