ProSeries® Data Conversion

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

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

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

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

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
5500 Benefit Plan

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

 

Call (800) 434-6818.

Important offers, pricing details, & disclaimers

 

  1. Please call (800) 934-1040 for details. Terms, conditions, pricing, features, service and support are subject to change without notice.