Solved: What time of year is the conversion tool available?

taxhelp · ‎12-07-2019

Just want to know when I can begin converting client info into proconnect

George4Tacks · ‎12-07-2019

Lacerte just issued, so I am sure PTO will not be far behind. DO NOT RUSH!!! The process is inherently flawed in the first few incarnations. I generally don't do a conversion until I am ready to process the return.

Here's wishing you many Happy Returns

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George4Tacks · ‎12-07-2019

Lacerte just issued, so I am sure PTO will not be far behind. DO NOT RUSH!!! The process is inherently flawed in the first few incarnations. I generally don't do a conversion until I am ready to process the return.

Here's wishing you many Happy Returns

abctax55 · ‎12-07-2019

Are you asking about proforma-ing to 2019 (which is what George is assuming..)

OR, are you asking about "conversion" of a return from a different software INTO ProSeries?

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

What time of year is the conversion tool available?

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