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ProSystem fx conversions
Show all hidden content
You can convert 2022 and 2023 ProSeries data for 1040, 1065, 1120, 1041, 990, 1040CA, 1040CT, 1040NJ, and 1040NY clients. The following forms and schedules are available to convert to UltraTax CS.
1040
General information
- Demographic Information
- Direct Deposit Info
- Payments
- Misc. Income
- Misc. Deductions
- Education Expenses
- IRA Information
- Keogh/Sep/Simple
- Depreciation
- Auto Expenses
- Carryovers
- Two Year Comparison
Schedules
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule H
- Schedule J
- Schedule R
- Schedule K-1
- Schedule K1-T
Forms
- 4835
- 1116
- 2106
- 2441
- 2555
- 4797
- 5329
- 6252
- 8396
- 8839
- 8886
- 114
Facsimiles
- W2
- W2-G
- 1099R
- 1099Q
- SSA-1099
- 1099SA
- 5498SA
- 1099-Misc
1120
General information
- Demographic Information
- Page 1 Information
- Payments
- Shareholder Information
- Rent and Royalty
- Depreciation
- Carryovers
- Two Year Comparison
Schedules
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule K
- Schedule K-1
- Schedule L
- Schedule M-1
- Schedule M-2
- Schedule M-3
Forms
- 1125-A
- 2220
- 4797
- 4835
- 6252
- 8609
- 8886
1065
General information
- Demographic Information
- Page 1 Information
- Partner Information
- Rent and Royalty
- Depreciation
- Carryovers
- Two Year Comparison
Schedules
- Schedule B
- Schedule D
- Schedule F
- Schedule K
- Schedule K-1
- Schedule L
- Schedule M-1
- Schedule M-2
- Schedule M-3
Forms
- 1125-A
- 4797
- 4835
- 6252
- 8609
- 8886
1041
General information
- Demographic Information
- Deductions
- Beneficiary Information
- Balance Sheet
- Accumulation Schedule
- Carryovers
- Two Year Comparison
- Depreciation
Schedules
- Schedule A
- Schedule D
- Schedule E
- Schedule F
- Schedule K-1
Forms
- 1041A
- 4797
- 4835
- 5227
- 6252
990
General information
- Demographic Information
- Electronic Funds Withdrawal
- Balance Sheet
- Notes and Bonds
- Officers
- Payments
- Carryovers
- Depreciation
Schedules
- Schedule A
- Schedule C
- Schedule D
- Schedule E
- Schedule G
- Schedule H
- Schedule M
- Schedule R
Forms
- 990T
- 990
- 990PF
This article applies to:
- PRODUCT: UltraTax CS
- Subject: Conversions