Preparing ProSeries data for conversion to UltraTax CS

The first step to prepare data for conversion from ProSeries 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 ProSeries

If you are converting 2018 data from ProSeries 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 W4
Misc. Income Schedule D 2441 1099R
Misc. Deductions Schedule E 4797 1099Q
Education Expenses Schedule F 6252 SSA-1099
IRA Information Schedule H 8396
Keogh/Sep/Simple Schedule R 8839
Depreciation Schedule K-1
Auto Expenses Schedule K1-T
Carryovers
Two Year Comparison
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Payments Schedule E 6252
Shareholder Information Schedule F 8609
Rent and Royalty Schedule K
Depreciation Schedule K-1
Carryovers Schedule L
Two Year Comparison Schedule M-1
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
Two Year Comparison Schedule L
Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule A 4797
Electronic Funds Withdrawal Schedule C 4835
Deductions Schedule D 6252
Beneficiary Information Schedule E 1041A
Carryovers Schedule F
Two Year Comparison Schedule K-1
Depreciation
General information Form
Demographic Information 990T
Electronic Funds Withdrawal 990
Balance Sheet 990PF
Notes and Bonds
Officers
Payments
Depreciation

2017 forms and schedules that convert from ProSeries

If you are converting 2017 data from ProSeries 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 W4
Misc. Income Schedule D 2441 1099R
Misc. Deductions Schedule E 4797 1099Q
Education Expenses Schedule F 6252 SSA-1099
IRA Information Schedule H 8396
Keogh/Sep/Simple Schedule R 8839
Depreciation Schedule K-1
Auto Expenses Schedule K1-T
Carryovers
Two Year Comparison
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Payments Schedule E 6252
Shareholder Information Schedule F 8609
Rent and Royalty Schedule K
Depreciation Schedule K-1
Carryovers Schedule L
Two Year Comparison Schedule M-1
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
Two Year Comparison Schedule L
Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule A 4797
Electronic Funds Withdrawal Schedule C 4835
Deductions Schedule D 6252
Beneficiary Information Schedule E 1041A
Carryovers Schedule F
Two Year Comparison Schedule K-1
Depreciation

Before you provide data to convert

Perform the following before preparing data for conversion to avoid issues later on in the conversion process.

  • Remove any client passwords. In order for the Conversion Team to work with client data, all client passwords must be removed in ProSeries before you send the data for conversion.
  • Rename, renumber, or modify client IDs. If you want to modify any client IDs, do so before you send data for conversion. 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 ProSeries data.

  2. Copy and paste the files from your ProSeries data directory to the folder you created in step 1. Depending on which year of data you are converting, the default data directory for ProSeries is C:\ProWin18\18Data or C:\ProWin17\17Data.

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

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

  3. 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.