Export ProSeries Basic Tax Return

Forum|Forum|2 years ago
October 25, 2023
3 replies
7 views

I need to make a ProSeries Basic tax return available for import to a new tax preparer's tax software. Is there a tool to export the entire return, including worksheets, or do I send the .22i file and hope he can import it? I do not know what software he is using.

ProSeries Basic

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Jim-from-Ohio

Intuit Community Champion

The software company that the return is going to initiates any conversion, if one is available.

sjrcpa

Level 15

Consider whether you really want to give the electronic data file to the new preparer.

With your client's permission, which I assume you have received, I might provide the Preparer Copy (if ProSeries has such a thing) in pdf delivered securely.

Ot, have client give the new preparer their copy of the tax return.

The more I know the more I don’t know.

Just-Lisa-Now-

Intuit Community Champion

You'd have to know what tax program the new preparer is using to know whether or not theyd be able to import or convert your tax file, give them a complete PDF any tax pro can work from that.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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