If you’re an avid user of QuickBooks Online, you’re probably going to like ProConnect Tax Online. ProConnect Tax Online: Best Tax Software for QuickBooks Online ProAdvisors For firms with more complex returns, Lacerte would be a better choice, as it can prepare even the most complicated tax returns. Also, ProSeries Professional cannot handle more complex returns, such as consolidated returns and oil and gas returns. It has all the features you’d expect from modern tax software, like e-file management, downloading tax forms from financial institutions, and K-1 data transfers between returns.īecause most ProSeries Professional plans charge an additional fee for multiuser access, it’s not ideal for firms that have more than one accountant managing their accounts. The price is very reasonable, especially if you specialize in individual returns and purchase the 1040 Complete package. However, it cannot prepare Form 5500 returns. ProSeries Professional is reliable tax preparation software from Intuit. The Intuit link portal allows clients to upload their documents in a timely and organized manner. Input guidance and forms: K-1 data imports transfer data to individual returns automatically. The tax planner estimates income, expenses, withholdings, and tax payments for future tax years.
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