New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
The first step to prepare data for conversion from ProSystem fx to UltraTax CS is to make a copy of the data in the proper format and prepare 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 ProSystem fx
If you are converting 2018 data from ProSystem fx 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 |
Misc. Income |
Schedule D |
2441 |
1099Q |
Misc. Deductions |
Schedule E |
2555 |
SSA-1099 |
Education Expenses |
Schedule F |
4797 |
1099SA |
IRA Information |
Schedule H |
5329 |
5498SA |
Keogh/Sep/Simple |
Schedule J |
6252 |
1099-Misc |
Depreciation |
Schedule R |
8396 |
|
Auto Expenses |
Schedule K-1 |
8839 |
|
Carryovers |
Schedule K1-T |
8886 |
|
Two Year Comparison |
|
114 |
|
Note: Select state data is converted for the state of CA, CT, NJ and NY.
General information |
Schedule |
Form |
Demographic Information |
Schedule B |
1125-A |
Page 1 Information |
Schedule D |
2220 |
Payments |
Schedule E |
4797 |
Shareholder Information |
Schedule F |
4835 |
Rent and Royalty |
Schedule K |
6252 |
Depreciation |
Schedule K-1 |
8609 |
Carryovers |
Schedule L |
8886 |
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 |
Carryovers |
Schedule L |
8886 |
Two Year Comparison |
Schedule M-1 |
|
Schedule M-2 |
|
|
Schedule M-3 |
|
General information |
Schedule |
Form |
Demographic Information |
Schedule A |
1041A |
Deductions |
Schedule D |
4797 |
Beneficiary Information |
Schedule E |
4835 |
Balance Sheet |
Schedule F |
5227 |
Accumulation Schedule |
Schedule K-1 |
6252 |
Carryovers |
Two Year Comparison |
Depreciation |
|
|
General information |
Schedule |
Form |
Demographic Information |
Schedule A |
990T |
Electronic Funds Withdrawal |
Schedule C |
990 |
Balance Sheet |
Schedule D |
990PF |
Notes and Bonds |
Schedule E |
|
Officers |
Schedule G |
|
Payments |
Schedule H |
|
Carryovers |
Schedule M |
|
Depreciation |
Schedule R |
|
2017 forms and schedules that convert from ProSystem fx
If you are converting 2017 data from ProSystem fx 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 |
Misc. Income |
Schedule D |
2441 |
1099Q |
Misc. Deductions |
Schedule E |
2555 |
SSA-1099 |
Education Expenses |
Schedule F |
4797 |
1099SA |
IRA Information |
Schedule H |
5329 |
5498SA |
Keogh/Sep/Simple |
Schedule J |
6252 |
1099-Misc |
Depreciation |
Schedule R |
8396 |
|
Auto Expenses |
Schedule K-1 |
8839 |
|
Carryovers |
Schedule K1-T |
8886 |
|
Two Year Comparison |
|
114 |
|
General information |
Schedule |
Form |
Demographic Information |
Schedule B |
1125-A |
Page 1 Information |
Schedule D |
2220 |
Payments |
Schedule E |
4797 |
Shareholder Information |
Schedule F |
4835 |
Rent and Royalty |
Schedule K |
6252 |
Depreciation |
Schedule K-1 |
8609 |
Carryovers |
Schedule L |
8886 |
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 |
8886 |
|
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 |
5227 |
Beneficiary Information |
Schedule E |
1041A |
Balance Sheet |
Schedule F |
6252 |
Carryovers |
Schedule K-1 |
|
Two Year Comparison |
|
|
Depreciation |
|
|
General information |
Schedule |
Form |
Demographic Information |
Schedule A |
990 |
Electronic Funds Withdrawal |
Schedule C |
990T |
Balance Sheet |
Schedule D |
990PF |
Notes and Bonds |
Schedule E |
|
Officers |
Schedule G |
|
Payments |
Schedule H |
|
Carryovers |
Schedule M |
|
Depreciation |
Schedule R |
|
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.
You should remove any password protection in place for clients, if applicable.
Prepare data for conversion
Prefer a video?
- Create a folder on your desktop where you will copy your ProSystem fx data.
- For each entity, copy and paste the files to the folder you created in step 1. Use the table as reference. The * in the Files column represents the client ID used in ProSystem fx.
2018
Entity Source directory Files |
1040 |
\Wfx32\Client\18I |
*.U8I |
1041 |
\Wfx32\Client\18F |
*.U8F |
1065 |
\Wfx32\Client\18P |
*.U8P |
1120C |
\Wfx32\Client\18C |
*.U8C |
1120S |
\Wfx32\Client\18S |
*.U8S |
990 |
\Wfx32\Client\18X |
*.U8X |
2017
Entity Source directory Files |
1040 |
\Wfx32\Client\17I |
*.U7I |
1041 |
\Wfx32\Client\17F |
*.U7F |
1065 |
\Wfx32\Client\17P |
*.U7P |
1120C |
\Wfx32\Client\17C |
*.U7C |
1120S |
\Wfx32\Client\17S |
*.U7S |
990 |
\Wfx32\Client\17X |
*.U7X |
For the most efficient conversion, you should send all data for a given year at the same time.
The folder that contains the copied clients should resemble the following.
-
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.