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    • Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
    Created with Sketch. See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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    What time of year is the conversion tool available?

    taxhelp
    Level 1
    ‎12-07-2019 10:50 AM

    Just want to know when I can begin converting client info into proconnect

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    George4Tacks
    Level 15
    ‎12-07-2019 10:50 AM

    Lacerte just issued, so I am sure PTO will not be far behind. DO NOT RUSH!!! The process is inherently flawed in the first few incarnations. I generally don't do a conversion until I am ready to process the return. 


    Answers are easy. Questions are hard!

    View solution in original post

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    2 Comments 2
    George4Tacks
    Level 15
    ‎12-07-2019 10:50 AM

    Lacerte just issued, so I am sure PTO will not be far behind. DO NOT RUSH!!! The process is inherently flawed in the first few incarnations. I generally don't do a conversion until I am ready to process the return. 


    Answers are easy. Questions are hard!
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    abctax55
    Level 15
    ‎12-07-2019 10:50 AM

    Are you asking about proforma-ing to 2019 (which is what George is assuming..)

    OR, are you asking about "conversion" of a return from a different software INTO ProSeries?

    HumanKind... Be Both
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