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Prepare ProSystem fx data for conversion to UltraTax CS
In preparing your ProSystem fx data to convert, you'll export data, remove client passwords, and prepare client IDs for a smooth conversion process.
The 1st step in preparing data for conversion from ProSystem fx to UltraTax CS is to export 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 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 application 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 application. If you need to modify any client IDs, do so before sending data for conversion. Client IDs need to be unique across all entities in UltraTax CS.
- Remove any password protection in place for clients.
Prepare data for conversion
- Create a folder on your desktop where you will copy your ProSystem fx data.
- For each entity, copy and paste the data folder into the folder you created in Step 1. Then go to the location of the files you want to convert.noteFor the most efficient conversion, send all data for a given year at the same time.The default file location isX:\wfx32\client\YY*. In this path,Xrepresents the drive where ProSystem fx is installed,YYrepresents the year being converted, and*represents the return type:
- I= 1040
- F= 1041
- P= 1065
- C= 1120
- S= 1120S
- X= 990
- Right-click the folder you created in step 1, and selectSend to, thenCompressed zip, or ZIP the folder using your preferred method.noteDon’t password-protect or encrypt the ZIP file.
This article applies to:
- Product: UltraTax CS
- Return type: 1040 Individual,1065 Partnership,1120 Corporation,1041 Fiduciary,990 Exempt Organization
- Subject: Conversions