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 software to ProSeries professional tax preparation software 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
What will not be converted
  • State data including state information (i.e. depreciation differences and tax refund)
  • Amounts that are not relevant to next-year tax preparation
  • Some unobtainable calculated carryover amounts
  • 706, 709, 990, or 5500 items

Please allow for 1 business day for your converted files.We will begin offering Tax Year 2017 client data conversions with the first release of the 2018 ProSeries Tax program in November 2018.

Can my data be converted?

Our data conversion process supports the following software and modules:

Software
1040
1065
1120
1120S
1041
Converted
ATX CrossLink Drake Lacerte ProSystem fx TaxAct TaxSlayer TaxWise UltraTax CS
     
     
     
               
View View View View View View View View View
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.