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

campbellsidneyi
Level 1

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.

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AshleyatIntuit
Employee
Employee
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9 Comments 9
AshleyatIntuit
Employee
Employee
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abctax55
Level 15

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.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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abctax55
Level 15
@Ashley at Intuit (aka Henry Jr)  -  CAN this be done?
edit...LOL....you're already here :joy:
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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AshleyatIntuit
Employee
Employee
LOL, i'm psychic or psychedelic depending on how you look at it. :stuck_out_tongue_winking_eye::stuck_out_tongue_winking_eye:
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IRonMaN
Level 15
Geez, after seeing yours and Tracy's fancy titles I thought it was time to update mine.  I hate to feel left out.

Slava Ukraini!
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George4Tacks
Level 15
@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 :stuck_out_tongue_winking_eye:

Answers are easy. Questions are hard!
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IntuitTracy
Employee
Employee

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/


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Taxes4life
Level 1
Data conversion tool only works with Microsoft Windows system? Is there a workaround for MAC?
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George4Tacks
Level 15
@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?

Answers are easy. Questions are hard!
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