We are honored that you chose ProSeries — the software trusted by more tax professionals than any other — to help you file returns faster and easier this season. Your clients place their confidence in you, and we are here to help support that responsibility so you can make a real difference in their lives.

Follow the six steps in the checklist below to be set up for success with Intuit ProConnect Tax. Need help along the way? Connect with your dedicated customer success team at 844‑828‑9854 or on the chat feature inside your software.

Quickly and easily transition to ProSeries and understand key steps to get started. You'll get the knowledge and resources you need to help you have a successful tax year.

Quickly and easily transition to Lacerte and understand key steps to get started. You'll get the knowledge and resources you need to help you have a successful tax year.

Nov 10, 2018 · Register online to use IRS e-services. Preparers who anticipate filing 11 or more 1040, 1040A, 1040EZ and 1041 returns during the year must file electronically. Set up tax preparation software and test e-filing. Download IRS e-file logo and order IRS e-file marketing materials. See the EFTPS Tool Kit. To-Do List

The Intuit® Tax Council is a group of tax professionals who generously volunteer their time and expertise to help empower professionals to drive prosperity for their clients and firms. This guide is a collection of the knowledge, experience, processes, and tools that current Tax Council members have provided to help you consider, plan, and make a

your expertise while helping clients reach their financial goals. Professionals are leveraging technology automation in tax, accounting, and payroll compliance to create capacity for new advisory services. While staffing challenges, evolving tax regulations, and increased work-from-home models provide additional factors that are driving this shift.

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Dec 9, 2017 · tax on wages paid on Dec. 20-22. Friday, Dec. 29 Semiweekly depositors deposit FICA and withheld income tax on wages paid on Dec. 23-26. Establish tax return preparation procedures. Develop tax preparation docket sheet. Analyze tax season staffing needs. December 2017 To-Do List

Jan 12, 2015 · and withheld income tax on wages paid on January 20-22. Friday, January 29 Semiweekly depositors deposit FICA and withheld income tax on wages paid on January 23-26. 4 11 18 25 3 10 17 24 31 2 9 16 23 30 1 8 15 22 29 7 14 21 28 6 13 20 27 5 12 19 26 Send tax preparation packets and tax data organizers to individual clients. Alert individual ...