Ways to get information and help

The ProSeries program has many ways for you to get the information that you need. Here are some of the most often used methods:

Field/Form Help. You see Field/Form Help about the currently-selected field or form in the left side of the Help toolbar when you're working on a return.

Hot Topics. Use the Hot Topics feature in the middle of the Help toolbar to get answers to top support questions. Hot Topics are context sensitive, so they change as you move to different areas of the program and to different parts of a client's return.

Search Help Content. Use the Search Help Content feature to find the information that you want quickly and easily. Type a question or keywords in the Search Help Content field on the right side of the Help toolbar, then press ENTER or click the Search button.

The ProSeries User's Guide. This User's Guide contains information on how to use ProSeries software. Look in the User's Guide if you have a "how do I" question. Using the Search feature in the User's Guide can be especially useful.

The ProSeries Help menu. The Help menu offers help in updating installed products, downloading new products, setting up your Internet connection, and setting ProSeries program options. The Help menu also offers access to the Help Center.

The ProSeries Help Center. The Help Center allows you to get a variety of information about your clients' tax returns and your ProSeries products from one, easy-to-use location.

Quick Answers. The Quick Answers feature has answers to many frequently-asked questions in the following topic areas: General Questions, HomeBase, Transfer, Client Invoices and Billing, Client Letters, Electronic Filing, and Bank Products.

ProSeries.com. The ProSeries Web site has valuable information, including tax information and forms listings, E-filing instructions, release dates, and online help and support. Look there if you need information throughout the tax season.

My ProSeries. The area of the ProSeries.com Web site that is customized for you and the ProSeries products you've purchased. Look here for your order status, product release dates, and many online support features.

ProSeries Technical Support. ProSeries Technical Support is available year-round to help you with any aspect of using ProSeries software.

ProSeries Customer Service. Contact ProSeries Customer Service if you have questions about your order, your Customer Number, or product licensing.

ProSeries Sales. Contact ProSeries Sales if you need to order ProSeries products.