Where Is Proseries Tips? (Question)

What exactly is hosting in the ProSeries context?

  • With our Hosting for ProSeries option, you can eliminate IT and security headaches by taking advantage of features like as rapid upgrades, automated backups, built-in levels of protection, multi-user access, and other features. Where do I go to get in? Use this tool to locate the appropriate form and field in federal 1040, 1065, 1120, and 1120S products.

How do I contact ProSeries?

If you need to add a seat or make changes to your account information, you may do so at any time by calling Customer Service at 1-800-933-9999 for Lacerte or 1-800-434-6818 for ProSeries during service hours, which are Monday through Friday.

How do I return an email in ProSeries?

If you’d want to send a password-protected PDF version of your client’s tax return, follow these steps:

  1. ProSeries Professional should be opened and the taxpayer’s return examined. Print may be accessed using the File menu. Select Email password protected PDF from the Printer drop-down menu. The Filing Copy, Client Copy, and Preparer Copy are all available options. To print, press the Print button.
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How do you add a preparer in ProSeries?

The ProSeries Administrator workstation is where you should go if the ProSeries application has been installed for network usage. Options may be found in the Tools drop-down menu. Firm/Preparer Information may be found on the left-hand side of the Options dialog box.

What is ProSeries fastpath?

As part of your ProSeries Tax solution, Fast Path represents the service component, which is needed as part of your software licensing. e-file, access to product/technical support, and My Account are some of the services available (downloads, account maintenance).

Is ProSeries web based?

“Hosting” is a word that refers to being “in the cloud.” That is, instead of being saved locally on your office computer, your ProSeries software and data are stored (“hosted”) on a secure web server located in a secure location. You have access to your program from nearly any location, at any time, and on virtually any device, even a Mac computer.

How do I get my tax return password?

For ITR-V (acknowledgement), the password is a combination of the taxpayer’s PAN (in lower case) and the date of birth (in the format of ddmmyyyy).

How do I change EFIN in ProSeries?

To enter or update your EFIN, follow these steps:

  1. Screen choose Options from the Tools drop-down menu. Firm/Preparer Information may be found on the left-hand side of the screen. Firm/Preparer Information: Complete all setup information for Firm Information and Preparer/Electronic Return Originator (ERO) Information on the Firm/Preparer Information screen.

How do I change firm information in ProSeries?

Options may be accessed through the Tools menu. On the left-hand side of the screen, click Firm/Preparer Information. Complete all of the setup information for Firm Information and Preparer/Electronic Return Originator (ERO) Information on the Firm/Preparer Information screen.

  1. Call Customer Service at 1-800-374-7317 throughout the hours of operation for ProSeries Customer Service whenever it is most convenient for you. With the aid of a ProSeries Customer Service specialist, you will complete product licensing tasks or update your product license information.
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How do I change the firm address in ProSeries?

ProSeries requires you to change or update your primary email address.

  1. Access My Account by logging in. From your Account Details, pick Edit from the Firm Details section. Enter the proper email address into the Email section if you want to update your primary email address. While on this page, double-check that the phone numbers are correct and make any required changes.

Where do I find my customer number in ProSeries?

Verifying the information on your Customer Account Number

  1. Select Options from the Tools drop-down menu. Then click the Customer Information button. The Customer Number and the Sold to ZIP code that were used to license ProSeries goods will be shown in the box that appears. To save any changes and to close the windows, use the OK button.

What is the difference between ProSeries basic and professional?

For what reasons should I choose for ProSeries Basic rather than ProSeries Professional? It is mostly determined by your level of tax experience as well as the sorts of customers you work with. A basic professional tax software package meant for new and rising professionals that want a bit more assistance than the basic package provides.

Where can I find my Lacerte customer account number?

Instructions on how to locate your Lacerte Customer Account Number

  1. Select Options from the Settings menu on your computer. Select the Firm Information tab from the menu bar.
  2. The client account number may be found in the first field on the Firm Information page.

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