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Level 2
October 8, 2024
Question

Export from TaxSlayer to Proseries

  • October 8, 2024
  • 2 replies
  • 9 views

Good Afternoon all!

Need assistance with a client who was originally entered into TaxSlayer and now needs an amendment.  Is it possible to export from TaxSlayer to our ProSeries software?

 

Thank you in advance.

Monica

This topic has been closed for replies.

2 replies

Accountant-Man
Level 13
October 8, 2024

IDK But is it that complicated a return?

** I'm still a champion... of the world! Even without The Lounge.
Level 2
October 8, 2024

Not too complicated.

W2

Schedule C

 

For the amendment they need to add a K1 

Accountant-Man
Level 13
October 8, 2024

Then type it in.

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Intuit Community Champion
October 8, 2024

Here is a link, also post your question "can I export taxslayer to proseries" in the ask "yellow box on top right".

https://accountants.intuit.com/support/en-us/help-article/other-articles/taxslayer-backup-instructions-data-conversion/L7kLf66Kn_US_en_US?uid=m20uy675

IRonMaN
Level 15
October 8, 2024

For the record, the conversions convert the old software to the new by taking the prior year and converting it to the current.  So you can convert it, but I don't think you are going to get what you were hoping for.

Slava Ukraini!