Data Conversion quick reference guide for ProConnect Tax

Table of contents:

What's converted?

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

For more specific information on the program you are converting from, select the backup instructions link in table below:

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What's not converted?

• Amounts not critical for generating next year's tax return.
• Calculated carryover amounts which cannot be obtained.
• No state information is converted.
• Tax Exempt 990 is not converted.
• Gift 709 is not converted.

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How to convert data to ProConnect

For information on how to submit your returns for data conversion see How to convert tax return data to ProConnect.

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