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This article will help you convert tax returns from another software into ProConnect Tax.

  • Data conversions are only available from the prior year into the current year.
    • Conversions are available at the time of program release, usually mid-November.
  • ProConnect Tax doesn't convert documents produced by other programs, such as a PDF of a completed tax return.

Which data will convert?

Converting data from another tax software to ProConnect Tax is a simple process.

  • Refer to this list of tax programs from which data can be transferred.
  • If your program isn't listed, or it can't be converted to one of the programs listed, then the return information will have to be manually entered.
  • To suggest a new tax software program be added to the conversion list, submit a feedback request.

Data that will convert:

  • Personal Information (taxpayer, spouse, dependents, etc.)
  • Names (interest, business, estate, partners, shareholders, etc.)
  • Carryover amounts, if they can be obtained
  • Depreciation

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