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    • Created with Sketch. See what's trending for the upcoming tax season. View ProSeries Hot Topics.
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    Does ProSeries convert from ProConnect?

    MPGCPA444
    Level 3
    ‎08-19-2021 02:50 PM

    Does anyone know if ProSeries can convert prior year tax data from ProConnect?  We've been using PTO for several years but were thinking about switching to ProSeries because of the organizer and tax planner features.

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    2 Comments 2
    George4Tacks
    Level 15
    ‎08-19-2021 03:16 PM

    I believe it can, but the system is not automated. Call ProSeries support to find out what needs to be done. https://proconnect.intuit.com/community/order-products-from-intuit/help/how-to-contact-proseries-for...

     


    Answers are easy. Questions are hard!
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎08-19-2021 05:54 PM

    still the same

    https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/how-do-i-transfer-from...


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪






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