Before you start:
- Calculate all client files in your original program.
- Remove any locks.
- Remove any passwords.
- Remove any overrides made on forms which create new input fields.
- For example, input fields that do not exist on forms by default.
What items will be converted?
The main purpose of this conversion is to get your data ready for the following tax year so that 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 document.