Can I transfer 2017 Proseries professional tax clients to the 2018 Proconnect product?

[campbellsidneyi]

I used Proseries Professional for 2017.  For 2018 I will use the Proconnect product.  I can't see how to transfer the 2017 clients to the 2018 Proconnect.

[AshleyatIntuit · Accepted solution]

This should help https://proconnect.intuit.com/tax-online/conversion/

[abctax55]

You can't directly transfer.  The files have to be converted... IF that's possible.  I'll see if I can tag someone to answer if it can be done.

[abctax55]

@Ashley at Intuit (aka Henry Jr)  -  CAN this be done?
edit...LOL....you're already here

[AshleyatIntuit]

LOL, i'm psychic or psychedelic depending on how you look at it. :stuck_out_tongue_winking_eye:

[IRonMaN]

Geez, after seeing yours and Tracy's fancy titles I thought it was time to update mine.  I hate to feel left out.

[George4Tacks]

@campbellsidneyi be aware that there is no backsies! https://proconnect.intuit.com/proseries/data-conversion/  Data entry is entirely different, try PTO before you totally commit You can log in and test with your current user name & password. https://ito.intuit.com/login/#/signin
At least Ashley isn't psycho

[IntuitTracy]

Conversion will be open next week to convert your 2017 ProSeries returns to 2018 ProConnect Tax Online returns. You will follow the steps within this article once it is live:  https://proconnect.intuit.com/tax-online/conversion/

[Taxes4life]

Data conversion tool only works with Microsoft Windows system? Is there a workaround for MAC?

[George4Tacks]

@Taxes4life Since PTO is cloud based, once you convert your 2017 PS, it can be accessed from any browser. Do you have PS2017 on a MAC?