taxhelp
Level 1
12-07-2019
10:50 AM
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Just want to know when I can begin converting client info into proconnect
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George4Tacks
Level 15
12-07-2019
10:50 AM
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Lacerte just issued, so I am sure PTO will not be far behind. DO NOT RUSH!!! The process is inherently flawed in the first few incarnations. I generally don't do a conversion until I am ready to process the return.
Answers are easy. Questions are hard!
abctax55
Level 15
12-07-2019
10:50 AM
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Are you asking about proforma-ing to 2019 (which is what George is assuming..)
OR, are you asking about "conversion" of a return from a different software INTO ProSeries?
HumanKind... Be Both