How to convert tax return data into ProConnect Tax

If you're from a computer running Mac OS, skip these steps and contact support for further assistance.

This article will help you convert tax returns from another software into ProConnect Tax.

• Data conversions are only available from the prior year into the current year.
  • Conversions are available at the time of program release, usually mid-November.
• Data conversions for ProConnect Tax isn't able to convert PDF files, however you can import them by:
  • Import a PDF of a prior year 1040 to set up a new client
  • Using the input drawer to import data

Table of contents:

Which data will convert?

Converting data from another tax software to ProConnect Tax is a simple process.

• Refer to this list of tax programs from which data can be transferred.
• If your program isn't listed, or it can't be converted to one of the programs listed, then the return information will have to be manually entered.
• To suggest a new tax software program be added to the conversion list, submit a feedback request.

Data that will convert:

• Personal Information (taxpayer, spouse, dependents, etc.)
• Names (interest, business, estate, partners, shareholders, etc.)
• Carryover amounts, if they can be obtained
• Depreciation

Back to Table of Contents

How to convert tax data

1. Select .
2. Under Tools, select Convert Data.
3. Click Get Started.
4. If you have clients who are missing an SSN/EIN, a prompt appears to enter the data. If not, continue to Step 5.
5. Click the Download button to download the conversion tool.
6. Copy the Installation key to the clipboard by clicking the Copy to clipboard button.
7. Run and install the downloaded setup.exe file.
8. Double-click the Tax Data Conversion icon on your desktop.
9. Sign in using your ProConnect Tax credentials.
10. Paste the Installation key into the field.
11. Follow the instructions in the tool to complete.
12. When complete, return to ProConnect Tax and click Finish.

To check the status of your data conversions:

1. Select .
2. Under Tools select Convert Data.

The conversion Dashboard will display your current and previous conversions along with a status.

Back to Table of Contents

Once your conversion is complete

• Verify the converted client(s) appear in your current year Tax Returns list.
• Open the returns and make sure the applicable data is converted.
  • See What programs and tax return types can be converted to ProConnect Tax? for more information.
• Intuit only converts data pertinent to the new tax year. Data conversion isn't designed to be a one-to-one transfer and reproduce a current year tax return.

Back to Table of Contents

Backup instructions

ProConnect Tax converts data from a wide variety of tax software. Here are the backup instructions for each competitor that ProConnect Tax converts from:

If you are converting from UltraTax you can now current tax year 2024 UltraTax returns to tax year 2024 ProConnect Tax returns by selecting UltraTaxCS24 in the data conversion wizard. When the 2025 ProConnect Tax program comes out in November all conversions will then be tax year 2024 UltraTax returns to tax year 2025 ProConnect Tax returns.

Related topics

• Register your EFIN with ProConnect Tax