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Using the ProSeries Tax Data Conversion Wizard
by Intuit• Updated 3 weeks ago
You can use the Tax Data Conversion Wizard to securely, quickly, and easily upload and download client data files for migration to the ProSeries program.
If you are using Intuit Hosting for ProSeries see this article instead.
Table of contents:
Learn how to submit client data for conversion |
Check on the status of your data conversion |
Learn how to download your converted data |
Data Conversion is now online in the 2023 tax products.
Do the following before submitting the client data for conversion:
- Install the most recent version of ProSeries Basic or ProSeries Professional.
- Back up the client data files from the software vendor you're migrating from.
- If you need assistance, go to the "Ready to Submit Your Data?" section of the ProSeries Data Conversion webpage and select the PDF instructions from your software vendor.
Step 1: Follow these steps to submit client data for conversion:
- Launch ProSeries.
- Under the Import menu, select Client Data Conversion and choose Submit Client Data for Conversion.
- For ProSeries Basic, the menu option is located under Tools.
- Enter your username and password to sign in.
- Click Next on the Intuit Tax Data Conversion Wizard screen.
- In the Select the software to convert from field, click the dropdown arrow to select the applicable software.
- The Select the Intuit Software to convert to field will default to ProSeries.
- In the Select the Tax Year to convert from field, click the dropdown arrow to select the applicable tax year.
- Complete the Please enter a unique beginning client number field.
- Click Next.
- From the list of all the client files, uncheck the box for any files that you know you won’t need to convert.
- Click Submit.
- The Confirmation screen will appear stating the estimated time for the completed conversion.
- An email will be sent to the email address that appears when the conversion is complete.
- Click Done to close the Tax Data Conversion Wizard screen.
Refer to the Data Conversion Quick Reference Guide for more information on the data migration process.
Step 2: How to check the status of a Lacerte data conversion
After uploading your client data to us for conversion, we have the following tools to track your data conversion progress:
Confirmation email
You will receive a confirmation email when your data conversion is complete.
Check status online
To check the status online, follow these steps:
- From the Import menu, select Client Data Conversion.
- Select Download Converted Data.
- Enter your user ID and password and press enter. Next, you'll see the submission(s) you uploaded and their status.
- Allow for 24 hours for processing before your conversion submission status is available online. Before then, selecting Download Converted Data will show a message that the converted data isn't available for download yet.
Step 3: How to download your converted data
Before you begin: you must install the most current ProSeries program before transferring your converted client data files.
In ProSeries Professional:
- In the HomeBase View screen, go to the Import menu, then Client Data Conversion.
- Select Download Converted Client Data.
- Sign in with your user ID and password.
- In the Download Converted Data pop-up, select the box for the batch you want to download.
- Select Download.
- Select Done to close the Tax Data Conversion Wizard.
In ProSeries Basic Edition:
- In the HomeBase View screen, go to the Tools menu, then Client Data Conversion.
- Select Download Converted Client Data.
- Sign in with your user ID and password.
- In the Download Converted Data pop-up, select the box for the batch you want to download.
- Select Download.
- Select Done to close the Tax Data Conversion Wizard.
After you've downloaded the converted client files, the program will ask to close and reopen. Once you've reopened ProSeries, the program will begin the process of transferring the converted client files.
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