ProSeries® Data Conversion

We understand the importance of a smooth transition, starting with the conversion of your current client files into your new Intuit ProConnect ProSeries 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 ProSeries 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.

Please allow for 1 business day for your converted files.We will begin offering Tax Year 2016 client data conversions with the first release of the 2017 ProSeries Tax program in November 2017.

 

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
Lacerte   View
ProSystem fx View
TaxAct         View
TaxSlayer         View
TaxWise   View
UltraTax CS   View

 

Migrating over from TurboTax? Learn how to transfer your data

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  
Lacerte View  
ProSystem fx View  
TaxAct View  
TaxSlayer View  
TaxWise View  
UltraTax CS View  

ProSeries Tax Data Conversion Wizard:

The Tax Data Conversion Wizard is accessible from within the Intuit ProConnect 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 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 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.
 

Resources

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.