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Prepare ProSeries data for conversion to UltraTax CS
The first step to prepare data for conversion from ProSeries 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
Perform the following before preparing data for conversion to avoid issues later on in the conversion process.
- Remove any client passwords. In order for the Conversion Team to work with client data,all client passwords must be removedin ProSeries before you send the data for conversion.
- Rename, renumber, or modify client IDs. If you want to modify any client IDs, do so before you send 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 ProSeries data.
- Copy and paste the files from your ProSeries data directory to the folder you created in step 1. The default data directory for ProSeries is C:\ProWinYY\YYData, where YY is the year of the data.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.noteDo not password protect or encrypt the ZIP file.
This article applies to:
- Product: UltraTax CS
- Subject: Conversions