How do I do a manual conversion?

SundanceCPA

I used 2 software platforms in 2024. I started in ATX and switched to ProSeries for the rest of the year. I am switching everything to ProConnect for 2025. I just did data conversion from ProSeries and everything came over as expected. However, when I followed that up with trying to convert the ATX files I get a status of "ManualConversionRequired" and I can't find any guidance on what I need to do next. I would appreciate any help - it's only 7 clients. Thanks!

Kathi_at_Intuit

Hi @SundanceCPA Nice to see you in the Community and thanks for posting. Here are some support articles that might assist with this:

How to convert tax return data into ProConnect Tax (This one has a broken link that is report and should be fixed soon - list of tax programs is the broken link)

ATX backup instructions for data conversion

If these support articles do not help, we would recommend contacting ProConnect Support. They would be able to assist you with this.

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