Set up the conversion and upload your data
After you prepare your conversion data, follow these steps to set up the conversion and upload your data.
- Go to MyAccount and set up an UltraTax CS conversion.
- Follow the on-screen instructions to complete the setup process and upload your prepared data.noteDepending on your file size and internet connection, it may take longer to upload.
Once submitted, you'll receive a confirmation email message that the Data Conversion team has received the data. Once the conversion is complete (generally around 5-10 business days) you'll get another email.
