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New Member
posted Oct 18, 2023 6:51:40 AM

I have ProSeries and considering changing to TurboTax

I prepare about 30 tax returns annually using ProSeries, but it is too expensive to continue. I am thinking about changing to TurboTax and wonder if all my data files will convert accurately 

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1 Best answer
Level 15
Oct 18, 2023 6:56:05 AM

Paid tax preparers are not allowed to use TurboTax to to prepare returns.   TurboTax is for "do-it-yourself" returns and can be used for up to five federal e-files for yourself, other family members, etc.   You cannot use TT to prepare thirty or more returns.  Using TT to prepare returns in order to be paid would violate the terms of service.   And, no, your Pro-Series  files will not transfer to TT.

2 Replies
Level 15
Oct 18, 2023 6:54:28 AM

You can certainly switch products, but you will not be able to transfer your ProSeries file(s) into TurboTax.

Level 15
Oct 18, 2023 6:56:05 AM

Paid tax preparers are not allowed to use TurboTax to to prepare returns.   TurboTax is for "do-it-yourself" returns and can be used for up to five federal e-files for yourself, other family members, etc.   You cannot use TT to prepare thirty or more returns.  Using TT to prepare returns in order to be paid would violate the terms of service.   And, no, your Pro-Series  files will not transfer to TT.