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TaxSlayer backup instructions for data conversion

by Intuit• Updated 2 months ago

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 types of returns can I submit for data conversion?

Individual (1040)

How do I backup my data for conversion?

Create a new folder on your C: drive named ConversionData before you begin the backup process.
- For example C:\ConversionData.
Open TaxSlayer.
Select 7. Configuration.
Select 5. System / Network Configuration Menu.
Locate 1. Are You Using a Network?
- If YES, note the path in 4. Server Location.
- If NO, select 0. Exit, then 6. Path Menu, and note the path in 1. Installation Path.
Close TaxSlayer.
Browse to the folder found in step 5 for your TaxSlayer program.
- The default location is C:\TaxSlayer2023Net.
Right-click the DATA folder and choose Copy.
Browse to C:\ConversionData.
Right-click and choose Paste.

How do I verify my backup is correct?

Open C:\ConversionData to view the files that have been backed up.
Open the DATA folder.
You should see the same contents as the folders in step 8 above.
- The file names inside will be long combinations of letters and numbers.

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.

Lacerte TaxProConnect TaxProSeries BasicProSeries Professional

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