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    • Created with Sketch. See what's trending 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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