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Using the ProSeries Tax Data Conversion Wizard

by Intuit• Updated about 19 hours 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:

  1. Launch ProSeries.
  2. 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.
  3. Enter your username and password to sign in.
  4. Click Next on the Intuit Tax Data Conversion Wizard screen.
  5. 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.
  6. In the Select the Tax Year to convert from field, click the dropdown arrow to select the applicable tax year.
  7. Complete the Please enter a unique beginning client number field.
  8. Click Next.
  9. From the list of all the client files, uncheck the box for any files that you know you won’t need to convert.
  10. 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.
  11. 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.

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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:

  1. From the Import menu, select Client Data Conversion.
  2. Select Download Converted Data. 
  3. 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.

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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:

  1. In the HomeBase View screen, go to the Import menu, then Client Data Conversion.
  2. Select Download Converted Client Data.
  3. Sign in with your user ID and password.
  4. In the Download Converted Data pop-up, select the box for the batch you want to download.
  5. Select Download.
  6. Select Done to close the Tax Data Conversion Wizard.

In ProSeries Basic Edition:

  1. In the HomeBase View screen, go to the Tools menu, then Client Data Conversion.
  2. Select Download Converted Client Data.
  3. Sign in with your user ID and password.
  4. In the Download Converted Data pop-up, select the box for the batch you want to download.
  5. Select Download.
  6. 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.

Tax Data Conversion files are migrated to the prior year's data format so they can be transferred into the following year of ProSeries by using the Transfer function. The steps below will guide you to transfer from the folder where the migrated files are staged into Organizer for 1040.

Before you start:

  • This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.

Follow these steps to transfer the files:

  1. From the File menu, select Transfer and choose Transfer Clients.
  2. Under Step 1 - Select the type of files to transfer, select 2022 Form 1040 to 2023 Organizer.
  3. Under Step 2 - Transfer data files from, click Browse and locate C:\ProWin23\CompConversion if the path isn't already correct.
    • For ProSeries Basic Edition: C:\BasWin23\ComConversion.
  4. Click OK to begin the transfer.
  5. If the Step 3 - Transfer data files to field isn't already set to its proper folder location where your current year tax data is stored, click Browse to set it to the correct folder location.
    • If ProSeries is installed as a standalone, the data path will be C:\ProWin23\23Data.
    • In a network installation, the ProSeries data path will usually be X:\ProSeries\ProNet23\23Data.
  6. For Step 4 - Select clients, click the Select All button.
    • This will highlight all of the tax files (in the screen to the right) that will be transferred.
    • If you prefer not to transfer all of the tax clients at this time, hold the Ctrl key instead and manually select each client that you want to transfer.
  7. For Step 5 - Begin transfer, click the Transfer button.
  8. When the transfer process is complete, a Transfer Log will appear. Exit the screen when you're finished.
  9. Review the tax information that was transferred.
  10. Prepare your client's Organizer as normal.

Tax data originating from the migration process will also to the transfer into Form 1040 Individual.

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