Before you start:
- Calculate all client files in your original program.
- Remove any locks.
- Remove any passwords
- Remove overrides made on forms which create new input fields (Input fields that don't exist on forms by default).
What items will be converted?
The main purpose of this conversion is to get your data ready for the following tax year. So viewing a Form 1040 won't display the same results that had been filed. The conversion is very limited and includes only the basic information in the following PDF documents: