itonewbie
Level 15
01-18-2021
12:16 AM
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I hope you were not "directed to" use ProConnect Tax but have chosen to do so of your own volition after test driving the software, especially if you are used to form-based input, customization, and/or reporting, none of which is not available in ProConnect Tax. ProConnect Tax does have its strengths but it really depends a lot on the profile of your clients and whether you prefer cloud-based tax products.
Going back to your question: The data conversion process is relatively straightforward. You can refer to the following articles for instructions and an overview of what converts from the different tax programs, including ProSeries -
https://proconnect.intuit.com/tax-online/data-conversion/
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Still an AllStar
Still an AllStar