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    Can I transfer 2017 Proseries professional tax clients to the 2018 Proconnect product?

    campbellsidneyi
    Level 1
    ‎12-06-2019 05:41 PM

    I used Proseries Professional for 2017.  For 2018 I will use the Proconnect product.  I can't see how to transfer the 2017 clients to the 2018 Proconnect.

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    1 Solution

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    AshleyatIntuit
    Employee
    Employee
    ‎12-06-2019 05:41 PM

    This should help https://proconnect.intuit.com/tax-online/conversion/

    View solution in original post

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    9 Comments 9
    AshleyatIntuit
    Employee
    Employee
    ‎12-06-2019 05:41 PM

    This should help https://proconnect.intuit.com/tax-online/conversion/

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    abctax55
    Level 15
    ‎12-06-2019 05:41 PM

    You can't directly transfer.  The files have to be converted... IF that's possible.  I'll see if I can tag someone to answer if it can be done.

    "*******Tax software is no substitute for a professional tax preparer*******
    ( Generic Comment )"
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    abctax55
    Level 15
    ‎12-06-2019 05:41 PM
    @Ashley at Intuit (aka Henry Jr)  -  CAN this be done?
    edit...LOL....you're already here :joy:
    "*******Tax software is no substitute for a professional tax preparer*******
    ( Generic Comment )"
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    AshleyatIntuit
    Employee
    Employee
    ‎12-06-2019 05:41 PM
    LOL, i'm psychic or psychedelic depending on how you look at it. :stuck_out_tongue_winking_eye::stuck_out_tongue_winking_eye:
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    IRonMaN
    Level 15
    ‎12-06-2019 05:41 PM
    Geez, after seeing yours and Tracy's fancy titles I thought it was time to update mine.  I hate to feel left out.

    Slava Ukraini!
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    George4Tacks
    Level 15
    ‎12-06-2019 05:41 PM
    @campbellsidneyi be aware that there is no backsies! https://proconnect.intuit.com/proseries/data-conversion/  Data entry is entirely different, try PTO before you totally commit You can log in and test with your current user name & password. https://ito.intuit.com/login/#/signin
    At least Ashley isn't psycho :stuck_out_tongue_winking_eye:

    Here's wishing you many Happy Returns
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    IntuitTracy
    Employee
    Employee
    ‎12-06-2019 05:41 PM

    Conversion will be open next week to convert your 2017 ProSeries returns to 2018 ProConnect Tax Online returns. You will follow the steps within this article once it is live:  https://proconnect.intuit.com/tax-online/conversion/


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    Taxes4life
    Level 1
    ‎12-06-2019 05:41 PM
    Data conversion tool only works with Microsoft Windows system? Is there a workaround for MAC?
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    George4Tacks
    Level 15
    ‎12-06-2019 05:41 PM
    @Taxes4life Since PTO is cloud based, once you convert your 2017 PS, it can be accessed from any browser. Do you have PS2017 on a MAC?

    Here's wishing you many Happy Returns
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