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ProSystem FX backup instructions for data conversion

by Intuit Updated 4 months ago

Before you start:

  • Calculate all client files in your original program.
  • Remove any locks.
  • Remove any passwords
  • Individual (1040)
  • Fiduciary (1041)
  • Partnership (1065)
  • Corporation (1120)
  • S-Corporation (1120S)
  1. Create a new folder on your C: drive named ConversionData before you begin the backup process (e.g., C:\ConversionData).
  2. Open the folder ProSystem FX Tax on the desktop and double-click Production Processing.
  3. Click the Calculate Returns button, then close Production Processing when it finishes.
  4. In the same folder, open Office Manager.
  5. Click Backup Client Data.
  6. In the Create Client List dialog box, select All Clients, then click the OK button.
  7. In the Select Clients for Backup window, click the clients you want, then click the Add button, click Add All to select all clients.
  8. Click Select Drive.
  9. In the Select Destination Drive / Directory for Backup dialog box, set the destination to C:\ConversionData.
  10. Click the OK button.
  11. Next, open the ProSystem FX installation folder (usually C:\WFX32). If you cannot locate that folder or are unsure of your installation path, open the folder ProSystem FX Tax on the desktop, right-click on 2021 Tax Preparation and choose Open file location.
  12. Next, In the ProSystem FX installation folder (usually C:\WFX32 as in step 11), find the subfolder named client and open it.
  13. Select all items under C:\WFX32client folder by pressing Ctrl+A. Right-click on the selection and choose Copy.
  14. Navigate back to C:\ConversionData folder, right-click on an empty spot and choose Paste.

Open C:\ConversionData to view the files and folders that have been backed up. For data conversion to be successful the following files and folders must be present:

  • One CLNTBKUP.001 file.
  • One file that ends in .zip for each client.
  • One folder for each tax type being converted. The folders will be named:
    • 22I if Individual returns are being submitted. If you open this folder there will be a file for each client ending with .U9i
    • 22S if S-Corporation returns are being submitted. If you open this folder there will be a file for each client ending with .U9s
    • 22C if Corporation returns are being submitted. If you open this folder there will be a file for each client ending with .U9c
    • 22F if Fiduciary returns are being submitted. If you open this folder there will be a file for each client ending with .U9f
    • 22P if Partnership returns are being submitted. If you open this folder there will be a file for each client ending with .U9p

If you do not see the file extensions on your computer see how to show extensions in Windows for help.

What items will be converted?

The main purpose of this conversion is to get your data ready for the following tax year. Therefore, viewing a Form 1040 will not display the same results that had been filed. The conversion is very limited and includes only the basic information in the following PDF document.

Lacerte TaxProConnect TaxProSeries BasicProSeries Professional

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