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Prepare ATX Saber and ATX Max data for conversion to UltraTax CS
The 1st step to prepare data for conversion from ATX Saber and ATX Max to UltraTax CS is exporting the data in the proper format and preparing the files for our Conversion Team. Complete the following steps to create the files you'll need to give to convert your data for use in UltraTax CS.
If you are getting started, check out the Conversion overview before you continue with the steps in this article.
Before you prepare data to convert.
Complete the following before you prepare data for conversion.
- Remove any client passwords: You'll need to remove all client passwords in your old software before you prepare the data to send to the Conversion Team.
- Rename, renumber, or change client IDs. The Conversion Team will use the same client IDs in your old software. If you need to change any client IDs, do so before sending data for conversion. Client IDs must be unique across all entities in UltraTax CS.
Prepare data for conversion:
- Create a folder on your desktop where you will export your ATX data.
- Open ATX.
- Open theReturn Managerwindow, if it doesn't open by default.
- Mark the returns you want to export for conversion, or mark theMark ALLcheckbox to select all clients in the current view.noteFor the most efficient conversion, you should send all data for a given year at the same time. Don’t include cross-entity returns (TX Franchise, NV Commerce, or CAT), consolidated 1120 returns, imported trial balance data for business tax returns, or Schedule K-1 data shared between business and individual returns.
- SelectReturns, thenExport Marked Returns.
- Confirm the clients selected to export in theExport Marked Returnswindow, and then select theExport Marked Returnsbutton.
- Go to the folder you created in step 1 and selectOKto export your data.
- Once the export is complete, open the folder to confirm data was exported correctly. You should see files that have a*.atx[taxyear]Exportformat.
- Right-click the folder you created in step 1, and selectSend to,Compressed zip, or ZIP the folder using your preferred method.noteDon’t encrypt the ZIP file or protect it with a password.
This article applies to:
- PRODUCT: UltraTax CS
- Subject: Conversions