Convert ProSystem fx returns to GoSystem Tax RS in-office
note
- The in-office conversion process is typically released each December.
- Because the initial conversion is current‑year to current‑year, one locator is required for that step, with a second locator needed to roll the results forward into the subsequent year. Take care not to convert duplicate clients or test returns.
- Before you export your data, remove all client passwords. If you skip this step the data won’t be converted.
- Details in this procedure are subject to change. Please consult our Customer Center website for the latest information.
- Prepare ProSystem fx data for conversion. If your data's in CCH Axcess, move to step 1a; otherwise, go to step 2.
- Follow these instructions to export your returns out of CCH Axcess.
- Next, in ProSystem fx, go toProduction Processingand calculate your returns.
- Sign in to GoSystem Tax RS.
- SelectReturns Processing,Import/Export,Tax Software Conversions, and thenSelect Files.
- Select the firm, account, year, tax type, and ProSystem fx.
- Browse to the location of the files you need to convert. The default location is X:\wfx32\client\YY*, where:
- X is the drive where ProSystem fx is installed
- YY is the year getting converted
- * is the type of return: I=1040, F=1041, P=1065, C=1120C, S=1120S, X=990
- When ready to proceed, selectNext, and thenConvert.
- Make note of the batch job number, and selectOK.
- To view the status of the conversion process, go toReturns Processing,Import/Export,Tax Software Conversions, and thenBatch Status.
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