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Download converted data
note
Don't proforma client data from converted data if you already restored it into
2024
UltraTax CS. Instead, proforma the restored client data directly within 2024
UltraTax CS to 2025
UltraTax CS.To download and unzip the converted data file and conversion documents:
- Sign in to your Self-Service Portal.
- SelectSetup a Tax Conversionto view existing conversions.
- Select the conversion to download the ZIP file to a location on your hard drive or your network drive.
- In Windows Explorer, go to the location where you saved the ZIP file, right-click the ZIP file, and selectExtract Allto unzip the data.noteThe instructions for using your converted data are in the Instruct.PDF file. This file is in the converted data folder.
This article applies to:
- Product: UltraTax CS
- Subject: Conversions