Re: HOW CAN I TRANSFER ALL OF MY CLIENTS DATA'S TO PRO SERIES FROM TAX ONLINE?

jkcss · ‎01-12-2022

I purchased Pro-series 2022 program and I want all of my client's data 2021 in Pro connect to copy and transfer to Pro-Series to convert previous info easily.

I want to use Pro and tax online both.

Is there any formal email to help me to let him know my account's number, I am out of U.S .

It's hard to call .

How can I transfer it ?

sjrcpa · ‎01-12-2022

How to convert tax return data into ProConnect Tax (intuit.com)

EDIT: I think I got it backwards Does ProSeries convert from ProConnect? - Intuit Accountants Community

The more I know, the more I don't know.

Skylane · ‎01-12-2022

Danger Will Robinson…….Danger

when you get Intuit to convert the files, make sure to verify asset entries and prior year data is correct.

i had some files converted from Lacerte years ago…. It wasn’t pretty… but it was long ago… they are likely better at it.

If at first you don’t succeed…..find a workaround

HOW CAN I TRANSFER ALL OF MY CLIENTS DATA'S TO PRO SERIES FROM Pro Connect?

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