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About the Tax Data Conversion Wizard

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Intuit

About the Tax Data Conversion Wizard

The Tax Data Conversion Wizard is an application that is designed to securely, quickly, and easily upload and download client data files for data migration to the Lacerte or ProSeries tax program.

Before proceeding with the steps below, the most recent version of the Lacerte or ProSeries tax program will need to be installed before uploading your client data file(s) for conversion.  Additionally, the client data files from the software vendor you are transferring from will need to be backed up.  For back up instructions specific to your software vendor, reference the section Ready to submit your data? on the Lacerte or ProSeries Data Conversion webpage, then click the View link to view vendor instructions.

Submit client data for conversion:

  1. Launch the Lacerte or ProSeries tax program
  2. Under the Import menu, select Client Data Conversion and click on Submit Client Data for Conversion.
  3. Enter your Username and Password and then click Login.
  4. Click Next on the "Intuit Tax Data Conversion Wizard" screen.
  5. On the Select software you are converting from field, click the drop-down arrow and select the software you are submitting client data files for conversion.
  6. The Select the Intuit Software to convert to field will default to Lacerte or ProSeries depending on the tax program you are converting to.
  7. The Select the Tax Year to convert from field will default to Tax Year "2017" for Lacerte or ProSeries.
  8. In the Select the Tax Year to convert to field:
    • Convert using Lacerte.  Select which tax year of Lacerte you would like the files returned in, 2018 or 2017. If you will prepare Organizers, select tax year 2017..
    • Convert using ProSeries.  The tax year will default to 2017.  If you would like to prepare Organizers, reference How to Transfer Tax Data Conversion into Organizer for 1040 for more information.
  9. A list of all the client files will appear with each box checked.  If there are any client files that you know you will not need to have converted, then deselect the file(s) and then click Submit.
  10. The Confirmation screen will appear stating the estimated time for the conversion to be completed.  An email will be sent to the email address that appears when the conversion is complete.
  11. Click Done to close the Tax Data Conversion Wizard screen.

Download the converted client data:

Click on your tax product below for the steps to download your converted client data.

The following steps will assist you with downloading your converted data. You can download all converted files the same way; however, steps for restoring the files will differ based on whether you converted your clients to Lacerte 2020 or converted to Lacerte 2019 in order to print organizers.

  1. Open Lacerte 2020.
  2. Click the Import dropdown menu.
  3. Select Client Data Conversion and click on Download Converted Client Data.
  4. Enter your Username and Password, and then click the Login button.
  5. A screen will appear listing the batch(es) you submitted for data conversion.
  6. Check the box next to the completed batch you want to download and then click the Download button.
    • Only one batch can be selected at a time for download.
  7. Click the Done button to close the Tax Data Conversion Wizard.

The Transferring Clients dialog box will appear after your download and show the progress of the transfer. This may take longer if you're importing a lot of clients. Once the progress is complete, you can switch to any other tax types you converted and start their transfer. To switch tax types:

  1. Click the Client menu at the top of your screen.
  2. Select Tax Type.
  3. Click on the appropriate tax type.
  1. The converted files will download into C:\CONV for you to restore into the 2019 program.
  2. Open the 2019 Lacerte Tax Program.
  3. Click Client from the top menu, then select the appropriate Tax Type.
  4. Select Settings from the menu at the top of your screen, then click Options.
  5. On the Setup tab, make a note of your current data path.
  6. Change the data path to the correct subfolder of C:\CONV. For example, to restore individual clients, you'd use C:\CONV\IDATA.
  7. You may see the clients, or a dialog indicating they are bridging. Wait for the clients to appear before proceeding.
  8. Select all clients by pressing F3 and choosing All .
  9. Choose Client from the menu bar.
  10. Select Backup.
  11. In the Backup Clients dialog box, enter your database path from step 5 into the Destination box, or click Browse and navigate to that path.
  12. Click OK.
    • If there are any conflicting client numbers, you will be prompted to overwrite them - you can choose not to, and then renumber those clients before attempting to back them up again.
  13. After the backup is complete, click Settings from the menu bar.
  14. Select Options and change your data path back to what it originally was (it will appear as an option in the drop down).

You can now create organizers for your clients and then proforma them to Lacerte 2020 to begin working on their returns. We don't recommend making any significant changes in their 2019 returns as this may produce unexpected results in Lacerte 2020.

Before proceeding with the steps below, the current ProSeries Tax program will need to be installed before transferring your converted client data file(s).

  1. Open the ProSeries or ProSeries Basic Edition.
  2. Go to the Import menu, scroll to Client Data Conversion and select Download Converted Client Data.
    • Choose the Tools menu for ProSeries Basic Edition
  3. ProSeries Basic Edition: Go to the Tools menu, scroll to Client Data Conversion and select Download Converted Client Data.
  4. Enter your Username and Password, and then click the Login button.
  5. The "Select the batch to download" screen will appear with a listing of the batch(es) that were submitted for data conversion.
  6. Check the box next to the completed batch you want to download and then click the Download button.
    • If multiple submissions were made, only one batch can be selected at a time for download.
    • Important!  Converted data is downloaded into C:ProWinYYCompConversion.  (YY=Tax Year)
  7. Click the Done button to close the Tax Data Conversion Wizard.

After the converted client files have been downloaded through the Tax Data Conversion Wizard, a dialog box will appear in the program requesting to close the program and then open the program to begin the transfer of the converted data files.  Please close the ProSeries Tax program, then open the program and the converted client files will then begin to be transferred into the ProSeries Tax program.  Depending on the number of client files that were submitted for data conversion, this process may take some time to complete.

You will see two screen prompts asking you to transfer clients, one if clients currently do not exist in the HomeBase view, and the other prompt will be to transfer the converted tax files.  Thus, if clients already exist in HomeBase you will only see one screen prompt to transfer converted tax files.

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