Choosing a tax application

Forum|Forum|1 year ago
September 23, 2024
2 replies
19 views

Prior to 2019 I did my own taxes. From 2019 until 2022 I used a CPA to do my taxes.

She used UltraTax. She retired last year.

Finding a new CPA that would take me on as a client has proven difficult.

I need to file 2023 forms and would like to start with the UltraTax database from 2022.

Any suggestions as to what software package to use?

This topic has been closed for replies.

Best answer by qbteachmt

Did you google it?

convert ultratax

For example:

https://accountants.intuit.com/tax-software/lacerte/data-conversion/

Expand the subtopics at the very bottom of this article:

https://accountants.intuit.com/support/en-us/help-article/back-data/ultratax-cs-backup-instructions-data-conversion/L4lTawh25_US_en_US?uid=m1nuk095

PhoebeRoberts

Intuit Community Champion

Autoresponder says:
You’ve come to an Intuit site supporting tax professionals, and you may be looking for support as an individual taxpayer. Please visit the TurboTax Help site for support.

Phoebe says:
You might try talking to UltraTax. You might actually try TurboTax support, and see if there's anything you can get transferred over. ProConnect can almost certainly import a good chunk of the information, but you aren't going to be able to e-file through ProConnect without an EFIN, and if your return is as complex as you're making it sound, you don't want some poor IRS employee keying it by hand.

All my other suggestions involve a time machine, and I don't have a good supplier of those, sorry!

qbteachmtAnswer

Level 15

Did you google it?

convert ultratax

For example:

https://accountants.intuit.com/tax-software/lacerte/data-conversion/

Expand the subtopics at the very bottom of this article:

https://accountants.intuit.com/support/en-us/help-article/back-data/ultratax-cs-backup-instructions-data-conversion/L4lTawh25_US_en_US?uid=m1nuk095

Don't yell at us; we're volunteers

G

gphackneyAuthor

Level 2

Thank you. I did google it but google's results depend on the exact search terms, who has paid google to move results up in the results, the time of day, phase of the moon, and the all important criticality detector.

Your search results are more helpful than anything I got.

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