Preparing ATX Saber and ATX Max data for conversion to UltraTax CS

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The first step to prepare data for conversion from ATX Saber and ATX Max to UltraTax CS is exporting the data in the proper format and preparing the files for our Conversion Team. Complete the steps below to create the files you'll need to provide to convert your data for use in UltraTax CS.

If you are just getting started, check out the Conversion Toolkit before you continue with the steps in this article.

2018 forms and schedules that convert from ATX

If you are converting 2018 data from ATX Saber and ATX Max to UltraTax CS, the following forms will convert.

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 1116 W2-G
Payments Schedule C 2106 1099R
Education Expenses Schedule D 2441
IRA Information Schedule E 4797
Keogh/Sep/Simple Schedule F 5329
Depreciation Schedule H 6252
Auto Expenses Schedule K-1 8839
Carryovers Schedule K1-T
General information Schedule Form
Demographic Information Schedule D 1125-A
Page 1 Information Schedule E 2220
Payments Schedule F 4797
Shareholder Information Schedule K 4835
Rent and Royalty Schedule K-1 6252
Depreciation Schedule L 8609
Carryovers Schedule M-1 8886
  Schedule M-2
  Schedule M-3
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Partner Information Schedule F 4835
Rent and Royalty Schedule K 6252
Depreciation Schedule K-1 8609
Schedule L 8886
Schedule M-1
Schedule M-2
Schedule M-3

2017 forms and schedules that convert from ATX

If you are converting 2017 data from ATX Saber and ATX Max to UltraTax CS, the following forms will convert.

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 1116 W2-G
Payments Schedule C 2106 1099R
Education Expenses Schedule D 2441
IRA Information Schedule E 4797
Keogh/Sep/Simple Schedule F 5329
Depreciation Schedule H 6252
Auto Expenses Schedule K-1 8839
Carryovers Schedule K1-T
General information Schedule Form
Demographic Information Schedule D 1125-A
Page 1 Information Schedule E 2220
Payments Schedule F 4797
Shareholder Information Schedule K 4835
Rent and Royalty Schedule K-1 6252
Depreciation Schedule L 8609
Carryovers Schedule M-1 8886
  Schedule M-2
  Schedule M-3
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Partner Information Schedule F 4835
Rent and Royalty Schedule K 6252
Depreciation Schedule K-1 8609
Schedule L 8886
Schedule M-1
Schedule M-2
Schedule M-3

Before you provide data to convert

Before you prepare data for conversion, rename, renumber, or modify client IDs to avoid issues in the conversion process. Client IDs must be unique across all entities in UltraTax CS.

Prepare data for conversion

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  1. Create a folder on your desktop where you will export your ATX data.
  2. Open ATX, and then open the Return Manager window if the window does not open by default.

  3. Mark the returns you want to export for conversion, or mark the Mark ALL checkbox to select all of the clients in the current view.

    For the most efficient conversion, you should send all data for a given year at the same time.

  4. On the menu, choose Returns > Export Marked Returns.
  5. Confirm the clients selected to export in the Export Marked Returns dialog, and then click the Export Marked Returns button.

  6. Browse to the folder you created in step 1, and click OK to export your data.

    The folder that contains the exported clients should resemble the following.

    Exported data for ATX

  7. Right-click the folder you created in step 1, and select Send to > Compressed zip, or ZIP the folder using your preferred method.

    Do not password protect or encrypt the ZIP file. Doing so will result in rejection of your submitted data.

Your data is now ready to be uploaded for conversion to UltraTax CS. Continue the process by setting up a conversion on the tax.tr.com website.

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