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Prepare Drake data for conversion to UltraTax CS
The first step to prepare data for conversion from Drake to UltraTax CS is exporting the data in the proper format and preparing the files for our Conversion Team. Complete the steps below to create the files you'll need to provide to convert your data for use in UltraTax CS.
Before you provide 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 modify client IDs. The Conversion Team will use the same client IDs in your old software. If you need to modify 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 Drake data.
- Copy and paste the files from your Drake data directory to the folder you created in step 1. Depending on which year of data you are converting, the default data directory for Drake is C:\DRAKEYY\DT\ where YY is the two digit year.note
- For the most efficient conversion, you should send all data for a given year at the same time.
- Do not 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.
- Right-click the folder you created in step 1, and select Send to then Compressed zip, or ZIP the folder using your preferred method.noteDo not password protect or encrypt the ZIP file.
This article applies to:
- PRODUCT: UltraTax CS
- Subject: Conversions