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.