Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
A true competitive advantage
Law firm Zarwin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR Investigate
Intelligently surface critical connections and insights in actionable format through AI-driven research workflows seamlessly integrated with the trusted and transparent CLEAR platform. Accelerate investigations and empower your team to make strategic decisions with confidence.
Questions? We are here to help.
Purchase
Buy solutions
Resources
Insights
Events
Product training
Product communities
Developers
Highlights
-
2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
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.
This article applies to:
- Product: GoSystem Tax RS
- Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
- Subject: Conversions