This article will help you convert data from a competitor tax software in the Right Networks hosted environment of Lacerte and ProSeries. For information on which programs and data types can be converted, see Lacerte data conversion or ProSeries data conversion.
Creating a backup in a ConversionData folder
See the Ready to submit your data? section of the data conversion site for the product you are converting to:
You'll need to follow the steps for the competitor to create a backup before moving the files into the hosted environment to submit for data conversion.
Placing your ConversionData folder in the hosted environment
Run the Tax Data Conversion Wizard
Data conversion is meant to help you move forward with the new tax year, bringing over information from the prior year. These requests get sent through the newest year of your tax program.
See About the Data Conversion Wizard for more details on the wizard.
Importing the converted files
See How to download and restore converted client files in Lacerte (unless you chose to restore into the older year for organizers) or Downloading and transferring converted client files in ProSeries for the steps to loading the converted files.