TaxWise conversions

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You can convert 2022 and 2023 TaxWise data for 1040, 1065, and 1120 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
Schedules
  • Schedule A
  • Schedule B
  • Schedule C
  • Schedule D
  • Schedule E
  • Schedule F
  • Schedule H
  • Schedule K-1
  • Schedule K1-T
Forms
  • 4835
  • 2106
  • 2441
  • 4797
  • 6252
  • 8839
Facsimiles
  • W2
  • W2-G
  • 1099R
  • SSA-1099
1120
General information
  • Demographic Information
  • Page 1 information
  • Payments
  • Shareholder information
  • Rent and royalty
  • Depreciation
  • Prior year Carryovers
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
  • Prior year Carryovers
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

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