Prepare ProSystem fx returns for conversion to GoSystem Tax
In preparing your ProSystem fx data to convert, you'll export data, remove client passwords, and prepare client IDs for a smooth conversion process.
For ProSystem fx returns, you need to copy the data files from the local ProSystem fx directory to a temporary folder.
important
- Because the initial conversion is current‑year to current‑year, 1 locator is required for that step, with a 2nd 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.
- Create a folder on your computer or server to save the return data to. This folder needs to be somewhere you can easily access it.
- Go toX:\WFX32\CLIENTwhere X is the drive ProSystem fx is installed.
- For each entity, copy and paste thedatafolder into the folder you created in Step 1. Then go to the location of the files you want to convert.
- The default file location isX:\wfx32\client\YY*. In this path,Xis the drive where ProSystem fx is installed,YYis the year being converted, and*is the return type:
- I= 1040
- F= 1041
- P= 1065
- C= 1120
- S= 1120S
- X= 990
- Zip up the folders to which you backed up your firm's client data and note the location of the ZIP file. When you zip up folders, don’t assign a password to the ZIP file or encrypt the ZIP file. Secure Data Exchange automatically encrypts all data. Password-protected ZIP files won’t be accepted. For information about how to ZIP files and folders, refer to the Microsoft Windows help.
