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taxhelp
Level 1
December 7, 2019
Solved

What time of year is the conversion tool available?

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

This topic has been closed for replies.
George4Tacks
George4TacksAnswer
Level 15
December 7, 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. 

Answers are easy. Questions are hard!
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George4Tacks
George4TacksAnswer
Level 15
December 7, 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. 

Answers are easy. Questions are hard!
abctax55
abctax55
Level 15
December 7, 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?

HumanKind... Be Both
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