SERVER
Documents process in Tax Automate
Supported evidence is classified and organized before output generation.
Available · scoped file-output workflow
Prepare supported ProSeries output for your team to import and review.
Tax Automate reads and organizes source documents on its server and produces downloadable output for supported ProSeries workflows. Your team completes the ProSeries-side import, validates every entry, and controls filing.
✓Available as a scoped server/file lane; this page does not claim a live ProSeries machine connector or autonomous entry.
ProSeries server laneAVAILABLE
Supported source documentsProcessed into a downloadable result package
Current handoffReady for firm import
01 · READDocuments
02 · ORGANIZETax data
03 · GENERATEFile output
04 · IMPORTBy your team
Purpose-built automation for firms preparing returns in
Current product boundary
A ProSeries file handoff, not a claimed end-to-end connector.
The current implementation uses a server processing lane and downloadable result archives for supported work. The firm remains responsible for importing or opening the output in ProSeries and verifying the return.
FILE
Output is handed back to the firm
The current boundary is downloadable ProSeries result output, not background control of the ProSeries desktop application.
HUMAN
Import and review stay controlled
Your authorized professionals import, validate, resolve exceptions, approve, and decide whether to file.
From documents to firm handoff
Four controlled stages for the current ProSeries lane.
Tax Automate prepares supported output; ProSeries remains the tax software of record.
Read
Identify and classify supported W-2s, 1099s, 1098s, IDs, and related source documents.
Organize
Map supported evidence to taxpayer, spouse, return sections, and unresolved items.
Generate output
Create the supported ProSeries result package for download from Tax Automate.
Import and review
Your preparer handles the ProSeries-side step, runs validations, checks source support, and controls filing.
What the current lane includes
Evidence organization and a visible ProSeries handoff.
Source documents, generated output, job state, and unresolved items remain available for the preparer to inspect before importing and relying on the return.
Supported document identification
Taxpayer and spouse assignment
Server-lane job status
Missing-item and exception surfacing
Downloadable ProSeries result output
Firm-controlled import and review
ProSeries handoff reviewREQUIRES YOUR TEAM
Supported wage evidenceClassified and mapped for output
CheckResult packageAvailable for the firm’s ProSeries-side step
DownloadProfessional exceptionUnresolved items remain with the preparer
ReviewProSeries connection details
Know what is delivered before you buy.
This page describes Tax Automate’s current ProSeries server/file lane only. It does not represent a dedicated ProSeries machine connector as available.
Server-side processing
Downloadable result output
Supported workflows only
Firm import and review
ProSeries, Intuit, and related product names and marks belong to their respective owners. Tax Automate is an independent product and is not affiliated with, sponsored by, or endorsed by Intuit. Read the ProSeries automation buyer guide and AI tax-preparation software evaluation guide.
Professional control
AI moves the preparation forward. You stay in control.
Automation organizes and prepares the work. Your authorized tax professionals review the return, resolve exceptions, apply judgment, approve the result, and control client delivery.
✓Human reviewProfessional approval stays in the workflow.
✓Clear exceptionsMissing items and judgment points are surfaced.
✓Role-based accessTeam members receive appropriate access.
✓Controlled deliverySign-off occurs before client delivery.
ProSeries automation FAQs
Exact answers about the current ProSeries lane.
Does Tax Automate control ProSeries on my desktop?
Not in the current ProSeries lane. Tax Automate processes supported documents on its server and provides downloadable result output. The firm handles the ProSeries-side step.
Does Tax Automate replace ProSeries?
No. ProSeries remains the tax software of record. Your team imports or opens the supported output, validates entries, resolves exceptions, and controls filing.
How long does processing take?
There is no universal completion-time promise. Timing varies with document volume and quality, return scope, service availability, and items requiring professional judgment.
Which return types are supported?
Support varies by tax year, return type, document mix, and current output format. Confirm your exact workflow during evaluation before relying on it in production.
Does Tax Automate file the return?
No. Tax Automate does not autonomously file returns. An authorized professional reviews the work and controls filing.
Is Tax Automate affiliated with Intuit?
No. Tax Automate is independent. Product names and marks shown here identify compatibility and belong to their respective owners.
See what your team can prepare without manually keying every return.
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