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States offering exemption include AR, CA, CO, FL, GA, IA, ID, MD, MO, NV, NJ, OK, SC, and VA. CT qualifies for a reduced 1% rate. Note: CO may still apply local taxes.
Software updates are available for download as soon as they’re ready—ensuring your program stays current.
Hosting allows access to your software and data from anywhere via secure cloud servers (Rightworks). It provides flexibility and peace of mind.
Choose Basic if you're new or handle fewer returns. Go with Professional for higher volume, business returns, or multi-preparer offices needing more features and efficiency.
Yes, but you’ll need an EFIN (Electronic Filing Identification Number) to e-file returns. ProSeries is IRS-compliant for professional use.
Yes, electronic filing is included at no extra cost for all supported forms in ProSeries Basic and Professional.
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No, you don’t need to purchase every form. Lacerte and ProSeries allow you to choose between unlimited-use, fixed-quantity bundles, or a pay-per-return option—whichever suits your needs best.
Yes, the pay-per-return option supports all return types offered by Lacerte and ProSeries.
Each plan and add-on (like eSignature or hosting) is available separately or as part of a bundle, with no pricing difference. Contact Sales at 1-844-322-7095 if you need help comparing options.
The new Lacerte and ProSeries versions are typically available in November for Professional versions and December for Basic editions.
You'll receive an email when the software is released. It includes a download link so you can install it directly on your computer.