Export ProSeries Basic Tax Return

[RLCTriad]

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.

[Jim-from-Ohio]

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

[sjrcpa]

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.

[Just-Lisa-Now-]

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.