Preparing ProSystem fx data for conversion to UltraTax CS

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

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  1. Create a folder on your desktop where you will copy your ProSystem fx data.
  2. 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.

  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.