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Uced, or distributed in any form or by any means without permission in writing from CCH, Small Firm Services. Information in this manuscript is subject to change without notice. Any software described in this manuscript is furnished under a license agreement and may be used or copied only in accordance with the terms of the agreement. CCH, Small Firm Services is not engaged in rendering legal, technical, or other professional services. Use of this manuscript or the information in this publicatio.
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W-2 FAQ
Download and from My Account: Sign to My Account. To download the current year's program, select Download. For prior tax years, select Previous Years and select on the year you need to download. If the dropdown doesn't show the current tax year, you may need to use Renew Now to renew your software license.
Next to either ProSeries Professional or ProSeries Basic choose the Previous Years link. Make your tax year selection in the Select Previous Year dropdown. Make your tax type selection in the Select Product Family dropdown. Click on the Download button for any Federal or State product you need.
As of June 1, 2022, Intuit websites were touting support for Windows 11 for their ProSeries, Lacerte, Fixed Asset Manager, Document Management System and QuickBooks Desktop 2022 (Windows 11 64-bit) applications.
For ProSeries 2017 and prior Close ProSeries. Open File Explorer. Browse to the Updates folder for ProSeries: ... Delete all updates files from this folder except the Details. ... Open ProSeries. From the Update menu, select Update Installed Products.
Select Restore ProSeries. Use the Browse button to Open the backup file. Under Select version(s) to restore check off each year and version you need to restore. Select the Restore ProSeries button. Confirm your choices and select OK to continue.
Open Lacerte or ProSeries. From the Import menu, select Client Data Conversion and select Submit Client Data for Conversion. Sign in. In the Select software you are converting from field, select the dropdown arrow, and select the software you are submitting client data files for conversion.
If you use ProSeries Basic: Open ProSeries. Select the clients you need to backup. From the File menu, select Client File Maintenance, then Copy/Backup. Select Set Target Directory and choose your backup location. Select Backup Client(s).
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