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Convert TaxWise to UltraTax

Prepare TaxWise data for conversion to UltraTax CS

The 1st step to prepare data for conversion from TaxWise to UltraTax CS is to export the data in the proper format and prepare the files for our Conversion Team. Complete the following steps to create the files you'll need to provide to convert your data for use in UltraTax CS.
Before you provide data to convert.
Complete the following before you prepare data for conversion:
  • Remove any client passwords:
     You'll need to remove all client passwords in your old software before you prepare the data to send to the Conversion Team.
  • Rename, renumber, or modify client IDs
    . The Conversion Team will use the same client IDs in your old software. If you need to modify any client IDs, do so before sending data for conversion. Client IDs must be unique across all entities in UltraTax CS.
Prepare the data for conversion.
  1. Create a folder on your desktop where you will export your TaxWise data.
  2. Copy and paste files from the TaxWise data directory folder to the folder on your desktop. The default data directory for TaxWise is C:\UTS20\Users or C:\UTS21\Users.
    note
    For the most efficient conversion, send all data for a given year at the same time.
  3. Right-click the folder you created in step 1, and select Send to, then Compressed zip, or ZIP the folder using your preferred method.
    note
    Don’t password-protect or encrypt the ZIP file.

This article applies to:

  • PRODUCT: UltraTax CS
  • Subject: Conversions

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