Level 2

Question

Is it possible to import a prepared tax return (prepared in Ultra Tax) to be e-filed through ProConnect

Forum|Forum|2 years ago
January 18, 2024
3 replies
8 views

We have a client who's tax return was prepared in Ultra Tax but we can no longer file through them. Is there a way to import the return into ProConnect and e-file it?

ProConnect Tax

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IRonMaN

Level 15

I believe that answer would be - no.

Slava Ukraini!

J

jessv1Author

Level 2

Definitely, not what I wanted to hear but thank you for your response.

IRonMaN

Level 15

You betcha!

Slava Ukraini!

George4Tacks

Level 15

You can convert Ultra Tax 2022 to ProConnect 2022, then proforma that ProConnect to 2023

https://accountants.intuit.com/support/en-us/help-article/convert-files/programs-tax-return-types-converted-proconnect-tax/L6xQQH0Jn_US_en_US?uid=lrjskc26

https://accountants.intuit.com/support/en-us/help-article/convert-files/convert-tax-return-data-proconnect-tax/L1oakoxzO_US_en_US?uid=lrjsmex7

This is not true, if you used an online version of the software you are converting from.

Answers are easy. Questions are hard!

itonewbie

Level 15

Just as @George4Tacks says.

In other words, conversion only works on prior year returns (i.e. 2022). Since the objective is to proforma the current year's return and worksheets (PDF organizer), you should pay attention to the table for what actually converts.

This also means that, if you want to use the converted 2022 return for actually tax filing (whether on paper or electronically), you will likely need to fill in quite a bit and review the returns in details - the "converted returns" will not be filing ready, even though they may be so in UltraTax.

---------------------------------------------------------------------------------Still an AllStar

IRonMaN

Level 15

Unless I am missing something, the answer is still no.🤔 🤔

Slava Ukraini!

sjrcpa

Level 15

I'm curious, but not George. Why can't you efile it with UltraTax?

The more I know the more I don’t know.

IRonMaN

Level 15

I was guessing that it is something like Intuit's Fast Path fee - no renewal, no e-file.

Slava Ukraini!

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