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kristie
Level 1
February 12, 2020
Question

Export ProConnect to TurboTax

  • February 12, 2020
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  • 6 views
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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
February 12, 2020

No can do.  You cant convert from professional software  to TurboTax.   

Professional preparers aren't allowed to use TT, and your client has no rights to your professional tax file.  Provide them with a printed copy and/or a PDF and they can do their own data entry when they prepare their own return.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    itonewbie
    itonewbie
    Level 15
    February 12, 2020

    PTO just simply cannot be exported to anything anywhere, period.

    The only possibility to convert PTO data is when you migrate to Lacerte or ProSeries but even that is an ad-hoc offline manual process, which must be handled by Intuit.

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