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Pro connect and pro series

crsagency25
Level 1

Can you change from pro connect to pro series, I am not sure I am liking the pro connect 

 

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3 Comments 3
Quack_Shot
Level 3
Level 3

If you already have been doing returns in ProConnect, then you'll need to reach out to support. I believe the process is that they'll create Lacerte files of your ProConnect files, so that you can convert them to ProSeries. 

“The only true wisdom is in knowing you know nothing” -Socrates
George4Tacks
Level 15

ProConnect works well, but it does take time to figure the program out. Try spending some time with a few training videos in one screen, with the program in another window. https://www.youtube.com/results?search_query=proconnect+tax+online+training

The move will likely NOT involve using the dollars you paid ProConnect being transferred to ProSeries. You can create dummy tax returns to practice on. As long as you DO NOT print or e-file the return, it does not use any of your REP credits. 

Good Luck


Answers are easy. Questions are hard!
PODW4444
Level 3

agree solidly w george tacks .........................take your time  .. i am 6 yrs now    ... 

 

my simple tax practice does 550 1040 returns  some partnerships corps 

  proconnect is real good .. stick w proconnect            

 

 

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