ProSeries conversions

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You can convert 2022 and 2023 ProSeries data for 1040, 1065, 1120, 1041, and 990 clients. The following forms and schedules are available to convert to UltraTax CS.
1040
General information
  • Demographic Information
  • Direct Deposit Info
  • Payments
  • Miscellaneous income
  • Miscellaneous 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
  • 6252
  • 8396
  • 8839
Facsimiles
  • W2
  • W2-G
  • W4
  • 1099R
  • 1099Q
  • SSA-1099
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
  • 4797
  • 6252
  • 8609
1065
General information
  • Demographic Information
  • Page 1 information
  • Partner information
  • Rent and royalty
  • Depreciation
  • 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
1041
General information
  • Demographic Information
  • Electronic funds withdrawal
  • Deductions
  • Beneficiary information
  • Depreciation
  • Carryovers
  • Two-year comparison
Schedules
  • Schedule A
  • Schedule C
  • Schedule D
  • Schedule E
  • Schedule F
  • Schedule K-1
Forms
  • 4797
  • 4835
  • 6252
  • 1041A
990
General information
  • Demographic Information
  • Electronic funds withdrawal
  • Balance sheet
  • Notes and bonds
  • Officers
  • Payments
  • Depreciation
Forms
  • 990
  • 990T
  • 990PF

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