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Tax software conversions

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.
  1. Prepare ProSystem fx data for conversion. If your data's in CCH Axcess, move to step 1a; otherwise, go to step 2.
    1. Follow these instructions to export your returns out of CCH Axcess.
    2. Next, in ProSystem fx, go to
      Production Processing
       and calculate your returns.
  2. Sign in to GoSystem Tax RS.
  3. Select
    Returns Processing
    ,
    Import/Export
    ,
    Tax Software Conversions
    , and then
    Select Files
    .
  4. Select the firm, account, year, tax type, and ProSystem fx.
  5. Browse to the location of the files you need to convert. The default location is X:\wfx32\client\YY*, where:
    1. X is the drive where ProSystem fx is installed
    2. YY is the year getting converted
    3. * is the type of return: I=1040, F=1041, P=1065, C=1120C, S=1120S, X=990
  6. When ready to proceed, select
    Next
    , and then
    Convert
    .
  7. Make note of the batch job number, and select
    OK
    .
  8. To view the status of the conversion process, go to
    Returns Processing
    ,
    Import/Export
    ,
    Tax Software Conversions
    , and then
    Batch Status
    .

This article applies to:

  • PRODUCT: GoSystem Tax RS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Conversions

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