Preparing TaxWise data for conversion to UltraTax CS

The first step to prepare data for conversion from TaxWise 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 TaxWise

If you are converting 2018 data from TaxWise to UltraTax CS, the following forms will convert.

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 2106 W2-G
Payments Schedule C 2441 1099R
Misc. Income Schedule D 4797 SSA-1099
Misc. Deductions Schedule E 6252
Education Expenses Schedule F 8839
IRA Information Schedule H
Keogh/Sep/Simple Schedule K-1
Depreciation Schedule K1-T
Auto Expenses
Carryovers
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 L
Prior Year Carryovers 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
Prior Year Carryovers Schedule L
Schedule M-1
Schedule M-2
Schedule M-3

2017 forms and schedules that convert from TaxWise

If you are converting 2017 data from TaxWise 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 2555 1099Q
Education Expenses Schedule F 4797 SSA-1099
IRA Information Schedule H 5329
Keogh/Sep/Simple Schedule J 6252
Depreciation Schedule R 8396
Auto Expenses Schedule K-1 8839
Carryovers Schedule K1-T 8886
Two Year Comparison 8938
114
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
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
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 TaxWise data.
  2. Navigate to the TaxWise data directory folder. The default data directory for TaxWise is C:\UTS17\Users or C:\UTS18\Users.

  3. Press CTRL+A to select all of the files in the data folder.

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

  4. Press CTRL+C to copy the selected files.
  5. Browse to the folder you created in step 1, and paste the files in that folder.

    The folder that contains the TaxWise data should resemble the following.

  6. 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.