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

Forum|Forum|6 years ago
December 6, 2019
3 replies
21 views

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.

ProConnect Tax Online

This topic has been closed for replies.

Best answer by AshleyatIntuit

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

AshleyatIntuit Answer

Level 9

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

abctax55

Level 15

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.

HumanKind... Be Both

abctax55

Level 15

@Ashley at Intuit (aka Henry Jr) - CAN this be done?
edit...LOL....you're already here

HumanKind... Be Both

I

IntuitTracy

Level 3

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/

T

Taxes4life

Level 2

Data conversion tool only works with Microsoft Windows system? Is there a workaround for MAC?

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