The Tax Data Conversion Wizard is accessible from within the Intuit ProSeries Tax program. Under the Import menu, select Client Data Conversion > Submit Client Data For Conversion to start our safe and secure data conversion wizard.
- Enter your User ID and Password and click Sign In
- After signing in, follow the screen prompts to upload your data
- Please allow one business day for most converted files
After you receive your confirmation email that your conversion is ready, open your ProSeries Tax program and go to the Import menu. Select Client Data Conversion > Download Converted Client Data and sign in with your Intuit My Account login. Follow the screen prompts in the ProSeries Tax Data Conversion Wizard to download your converted client data files. Congratulations! Your transferred clients will now automatically appear in the current-year ProSeries Tax program.
Here's wishing you many Happy Returns