Data Conversion quick reference guide for ProConnect Tax

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:

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.

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.