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This article applies to:

  • Product: UltraTax CS
  • Subject: Conversions

Client count reports

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When you set up an UltraTax CS conversion, we ask that you give a count of the clients you're converting by tax type. This helps us determine any variances once the conversion is complete and can alert you about possible missed clients.
Select any of the following applications to view steps for getting client counts in the competitor program.
GoSystem Tax RS
Use the Find Return (client listing) screen in GoSystem Tax RS to get client counts. Sign in to GoSystem Tax RS and complete the following.
  1. In GoSystem Tax RS, select
    Returns
     from the menu.
  2. Select
    Reset
     from the toolbar to clear any existing filters in your return list. Verify that all filters are either blank or set to
    (All)
    .
  3. Use the
    Year
     column to filter the year you are converting.
  4. Use the
    Tax Type
     column to select an entity you're converting.
  5. As you select different tax types, note the number listed for
    Records Returned
    . This is your client count.
  6. Repeat steps 4 and 5 for each entity you're converting. These are the numbers you'll enter when setting up your conversion.
Intuit Lacerte
Sign in to Lacerte and complete the following.
  1. In Lacerte, select
    Client
     and then the 1st tax type (for example,
    Individual
    ).
  2. Go to the
    Clients
     tab (if not already there).
  3. Make sure that the
    Pre-Filters:
     section says
    None
    . If filters are set, select the ellipsis button (...) and select
    Reset
    , then
    OK
    .
  4. Note the 2nd number where it says
    Selected
     (for example,
    Selected: 0 of 240
    ). This is your client total for that tax type and what you'll enter when you set up the UltraTax CS conversion.
  5. Repeat steps 1 through 4 for each additional tax type you're converting.
Intuit ProSeries
Sign in to ProSeries and complete the following.
  1. In ProSeries, select the
    H
     icon on the toolbar to access the
    Homebase View
    .
  2. Choose
    Form 1040: Individual
     (or the tax type you need to convert) from the
    Homebase View
    dropdown.
  3. Note the number associated with the last client in the list. This is your client total for that tax type and what you'll enter when you set up the UltraTax CS conversion.
  4. Repeat steps 2 and 3 for each additional tax type you're converting.
CCH ProSystem fx
Complete the following.
  1. Open Office Manager from the ProSystem fx Tax program folder. Note that you may need an administrator with proper permissions to open the Office Manager utility.
  2. Sign in, if prompted.
  3. Select
    Print Reports
    .
  4. Select
    Fed/state returns processed
     from the list and then select
    OK
    .
  5. Select the tax year from the dropdown.
  6. Check the box to
    View Report
     and select
    OK
    .
  7. Note the number in the 1st row labeled
    FD
     for federal. These are your client totals for each tax type and what you'll enter when you set up the UltraTax CS conversion.

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