Lacerte Data Conversion

Step One (of Three): Can my data be converted?

The Data Conversion process will move selected items from your current tax preparation software to your new Intuit ProConnect Lacerte program and is not intended to convert all of your tax data nor will it allow you to generate a tax return for the purposes of side by side comparison with last year's return.

What will be converted

All personal information (taxpayer, spouse, dependents, etc.)
Names for all interest, business, estates, partners etc.
All important carryover amounts that can be obtained (depends on competitors)
Depreciation

Our data conversion process supports the following competitors and modules.

It can take 1-3 days to complete the conversion process. For larger blocks of data please allow up to 10 days for your conversion.

Competitor	1040	1065	1120	1120S	1041	Converted Items
ATX	✔	✔	✔	✔		View
CrossLink	✔					View
Drake	✔	✔	✔	✔		View
ProSeries	✔	✔	✔	✔		View
ProSystem fx	✔	✔	✔	✔	✔	View
TaxAct	✔					View
TaxSlayer	✔					View
TaxWise	✔	✔	✔	✔		View
UltraTax CS	✔	✔	✔	✔		View

What will NOT be converted

Here are some examples of the types of information that will not be converted:

No State data will be converted. This includes state information such as depreciation differences and tax refund
Amounts that are not relevant to next-year tax preparation
Some calculated carryover amounts that cannot be obtained

Additional items that will not be converted:
States	No State module will be converted
706	Estates
709	Gifts
990	Tax-Exempt Organizations
550	Benefit Plan

Go To Step Two

We will begin offering Tax Year 2016 client Data conversions with the first release of the 2017 Lacerte Tax program.

Call (800) 933-9999

What will be converted

All personal information (taxpayer, spouse, dependents, etc.)
Names for all interest, business, estates, partners etc.
All important carryover amounts that can be obtained (depends on competitors)
Depreciation

Our data conversion process supports the following competitors and modules.

On Average, it takes 3-7 days to complete the conversion process. For larger blocks of data please allow up to 10 days for your conversion.

Competitor

1040

1065

1120

1120S

1041

Converted

ATX	CrossLink	Drake	ProSeries	ProSystem fx	TaxAct	TaxSlayer	TaxWise	UltraTax CS





View	View	View	View	View	View	View	View	View

What will NOT be converted

Here are some examples of the types of information that will not be converted:

No State data will be converted. This includes state information such as depreciation differences and tax refund
Amounts that are not relevant to next-year tax preparation
Some calculated carryover amounts that cannot be obtained

Additional items that will not be converted:
States	No State module will be converted
706	Estates
709	Gifts
990	Tax-Exempt Organizations
550	Benefit Plan

Go To Step Two

We will begin offering Tax Year 2016 client Data conversions with the first release of the 2017 Lacerte Tax program.

Call (800) 933-9999

Lacerte

Lacerte Data Conversion

Step One (of Three): Can my data be converted?

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