- Click Settings in the lower-left corner.
- Under Tools, select Convert Data.
- Click Start Conversion.
- If you have clients who are missing an SSN/EIN, a prompt appears to enter the data. If not, continue to Step 5.
- Click the Download button to download the conversion tool.
- Copy the Installation key to the clipboard by clicking the Copy to clipboard button.
- Run and install the downloaded setup.exe file.
- Double-click the Tax Data Conversion icon on your desktop.
- Sign in using your ProConnect Tax credentials.
- Paste the Installation key into the field.
- Follow the instructions in the tool to complete.
- When complete, return to ProConnect Tax and click Finish.
To check the status of your data conversions:
- Click Settings in the lower-left corner.
- Under Tools select Convert Data.
The conversion Dashboard will display your current and previous conversions along with a status.
Once your conversion is complete
- Verify the converted client(s) appear in your current year Tax Returns list.
- Open the returns and make sure the applicable data is converted.
- See What programs and tax return types can be converted to ProConnect Tax? for more information.
- Intuit only converts data pertinent to the new tax year. Data conversion isn't designed to be a one-to-one transfer and reproduce a current year tax return.