Before you start:
- This article references ProSeries file types and uses YY to reference the tax year in their file extensions. For example, tax year 2023 files would be .23i, .23p, .23c, or .23s, but will show as .YYi, .YYp, .YYc, or .YYs in this article.
- Calculate all client files in your original program.
- Remove any locks.
- Remove any passwords.
What items will be converted?
The main purpose of this conversion is to get your data ready for the following tax year. So viewing a Form 1040 won't display the same results that had been filed. The conversion is very limited and includes only the basic information in the following PDF documents: