Account balance export to ProSeries (Export Client Data Wizard)

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

Use the Export Client Data Wizard to export client tax data to your ProSeries tax application from Workpapers CS.

Choose File > Export > Client Data.

Prior to transferring account balances from Workpapers CS to ProSeries, verify that the data paths are set up correctly in both applications.

For Workpapers CS: Choose Setup > File Locations > Export tab to set up file locations for ProSeries and other applications.


Notes

  • The export data is created and saved as an ASCII file, as required by ProSeries.
  • If a file of the same name already exists in the specified location for the export file, the application overwrites the existing file.

Screens, fields, and buttons in the wizard

Source Data

Source Data - Clients

Export Complete

Related topics

Setting up file locations

Exporting client data to Lacerte, ProSystem fx, or ProSeries for tax reporting

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