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ProConnect Tax data conversion

Software and forms we convert

The updated data conversion process is now more guided to help prevent the creation of duplicate clients. Now, when a data conversion process is started, the system will show clients who currently do not have an EIN or SSN. There will be an opportunity to fill this out to ensure new clients being converted do not have the same EIN or SSN.

For more information see ProConnect Tax Conversion Information and Merge duplicates after converting data.

Software

1040

1041

1065

1120

1120S

Converted items

ATX
 
CrossLink
 
 
 
 
Drake
 
Lacerte
ProSeries
 
ProSystem fx
TaxAct
 
 
 
 
TaxSlayer
 
 
 
 
TaxWise
 
TurboTax
 
UltraTax CS
 

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Full working version. Pay only when you file.