Product licensing
Product licensing is a system that licenses your ProSeries Basic Edition tax software to your firm. Product licensing is required before you can print returns or file returns electronically.
Product licensing uses your Customer Number and ZIP code with information in Intuit's records to deliver the following to your ProSeries Basic Edition tax software:
- An Unlimited-use license for each ProSeries Basic Edition product that you've licensed for Unlimited use-even if those products haven't been installed yet
- A 50-return limit license for each ProSeries Basic Edition product that you've licensed for the preparation of up to 50 returns-even if those products haven't been installed yet
- A 200-return limit license for each ProSeries Basic Edition product that you've licensed for the electronic filing of up to 200 returns-even if those products haven't been installed yet
- Your firm's name and address
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Tip:
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You can make non-significant changes to your firm's name and address (such as changing "Dr." to "Drive") after ProSeries Basic Edition product licensing has occurred.
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ProSeries Basic Edition product licensing can be performed using the Online method or the Manual method.
Online product licensing
The Connected Customer Wizard performs product licensing automatically when you install ProSeries Basic Edition tax software on a computer that has an Internet connection. If you want to initiate Online product licensing, go to the Tools menu, select License Products, select Online (Recommended), then click OK.
Be sure to read "Updating your firm's product licensing information".
Product licensing using the Manual method
If automatic, Online product licensing hasn't been performed (as explained above), you'll see the message "Product Licensing Required" in the Messages from ProSeries Basic area of HomeBase.
When you click the "Product Licensing Required" message, you see a License Products dialog box that includes two options:
Select Manual, then click OK. You'll see the License Products dialog box that's shown on the next page.
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Tip:
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The three ways that you can contact Intuit for manual product licensing are:
Talk to a Customer Service representative (call 1-800-374-7317)
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Be sure to read "Updating your firm's product licensing information" below.
Updating your firm's product licensing information
Update your firm's product licensing information under the following circumstances:
- You order an additional 50-return limit license for a ProSeries Basic Edition product that you previously licensed for the preparation of up to 50 returns
- You order an additional 200-return limit license for a ProSeries Basic Edition product that you previously licensed for the electronic filing of up to 200 returns
- The ProSeries Basic Edition software or an Intuit ProSeries Basic Edition representative instructs you to update your product license information
If any of these situations occur, go to the Tools menu, select License Products, select Online or Manual, then click OK.
