ProSeries On-boarding Training, brought to you by Intuit Academy!
We're committed to providing you the tools and knowledge you need to make your transition to ProSeries seamless and smooth. We've designed a learning plan specifically for new users such as you.
Take advantage of our FREE training courses to help you maximize your productivity using ProSeries. FREE CPE available for some courses.
NEW! Navigation and Data Entry Essentials
The course is designed to demonstrate the basics in preparing Federal and State income Tax Returns in ProSeries. The course will assist you with program navigation, data entry, reviewing your returns, printing and e-filing.
Click here to sign in and launch the course (no CPE) Click here to register for the CPE course
Click here to download the supporting course materials
ProSeries On-boarding Training Videos
Phase I: Installing and Updating
Make sure your system meets the minimum requirements and that all of your ProSeries products are installed and licensed properly. Watch this short video to learn more. Length: 15 minutes
Understand how to manage your client files including starting new ones, transferring from previous years and backing up or restoring. Watch this short video to learn more. Length: 15 minutes
Identify quick and easy ways to get around within a client return for both federal and state. Also know where to go for assistance if you get stuck. You will also learn about many other helpful tools, like working with missing client information and using QuickZooms, that you can use as you prepare returns in ProSeries. Watch this short video to learn more. Length: 25 minutes
Understand the various worksheets you will use as you enter data for your clients’ returns and how to use them. This includes things like the W-2’s and K-1’s as well as how depreciation is handled, among other things. Watch this short video to learn more. Length: 25 minutes
Always run your Final Review and correct any errors before printing or filing your clients return electronically. ProSeries provides other tools that you will want to understand how to use as you wrap up and finish the return. Watch this short video to learn more. Length: 20 minutes
