Ultimate Tax to ProSeries conversion
Hi all, I recently switched from Ultimate Tax (through Universal Tax System) after two years to ProSeries, but am struggling to see if there is any way to easily convert my 2023 and 2024 client files to ProSeries without having to manually do it. I know Ultimate Tax is a bit of a budget software and seldom used, but I only had it while I was doing volunteer work, so now that I have my own small firm, I needed to upgrade to something more powerful. The options in the Data Conversion tool don't say "Ultimate Tax" but not sure if anyone here has any experience or helpful tips.
For context, Ultimate Tax provides PICS Rules files when exporting returns, which I've never heard of. There is an option to export basic return info, like TIN, name, phone number, and return status, but that's it. I feel like I know what the answer will be, but hoping someone out there has had luck!
