Lacerte® Data Conversion

We understand the importance of a smooth transition, starting with the conversion of your current client files into your new Intuit ProConnect Lacerte tax software. Converting your client data couldn't be easier or more hassle-free.1


The Data Conversion process will move selected items from your current tax preparation software to your new 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.

Can my data be converted?

Our data conversion process supports the following software and modules:

 

Software 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

Ready to submit your data?

Back up your client data. Be sure to remove ALL passwords from your client files. Next follow the backup instructions closely for your vendor below to prevent any delays:

 

Software Backup Instructions
ATX View
CrossLink View  
Drake View  
ProSeries View  
ProSystem fx View  
TaxAct View  
TaxSlayer View  
TaxWise View  
UltraTax CS View  

Lacerte Tax Data Conversion Wizard:

The Tax Data Conversion Wizard is accessible from within the Intuit ProConnect Lacerte 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 sign in, follow the screen prompts to upload your data
  • Please allow 1 business day for your converted files

 

Learn more about the Tax Data Conversion Wizard

 

Data Conversion Confirmation:

After you receive your confirmation email that your conversion is ready, open your Lacerte 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 Lacerte Tax Data Conversion Wizard to download your converted client data files. Congratulations! Your transferred clients will now automatically appear in the current year Lacerte Tax program.
 

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Important offers, pricing details, & disclaimers

1. Please call (800) 933-9999 for details. Terms, conditions, pricing, features, service and support are subject to change without notice.