Delores95219
Level 1
3 weeks ago
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Hello, I think I figured things out kinda??
Conversion is for Professional Providers who is to switching to Proconnect Tax system. Because the selection is for a specific provider, have to sign into, to retrieve data for the conversion. You have to know the prior year tax system in order to do a conversion. (conversion for the beginning of tax season)
Upload is for Clients with PDF prior year taxes - transfer names and numbers. Helps to compare numbers.
Mamie,
Still figuring things out. Do you Agree?
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George4Tacks
Level 15
3 weeks ago
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You are off to a good start. Now you need to learn how to do stuff with the conversions and the upload. Hint - When you want to learn how to do something - Select the software, just like you did - but try starting with only a few words - 8949 rather than how do I generate an 8949. If the few words don't do it, Start over again with a few phrases and the volunteer users that frequent this site will try to help.
Answers are easy. Questions are hard!
