UltraTax CS
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 Tax Data Conversion Service converts data from several different competitors from the last two tax years. Conversions for the most recent year release at different times throughout July - December.
Select the competitor product below to determine what conversions are currently available.
Current available conversions
The turnaround times listed below are assuming you upload your ATX™/Saber data today and there aren't any issues with the uploaded data. It may take up to 10 business days to complete the conversion if there are any issues with the uploaded data.
| Year | Status | Entities available to convert |
|---|---|---|
| 2020 | Available - turnaround time 1 to 3 business days. | 1040, 1065, 1120 |
| 2021 | Available - turnaround time 1 to 3 business days. | 1040, 1065, 1120 |
Ready to to get started?
Before converting your data you'll need to take some steps to prepare. Refer to the conversion guide for step-by-step instructions.
Current available conversions
The turnaround times listed below are assuming you upload your CCH Axcess™ data today and there aren't any issues with the uploaded data. It may take up to 10 business days to complete the conversion if there are any issues with the uploaded data.
| Year | Status | Entities available to convert |
|---|---|---|
| 2020 | Available - turnaround time 1 to 3 business days | 1040, 1065, 1120, 1041, 990, 1040CA, 1040CT, 1040NJ, 1040NY |
| 2021 | Available - turnaround time 1 to 3 business days | 1040, 1065, 1120, 1041, 990, 1040CA, 1040CT, 1040NJ, 1040NY |
Ready to to get started?
Before converting your data you'll need to take some steps to prepare. Refer to the conversion guide for step-by-step instructions.
Current available conversions
The turnaround times listed below are assuming you upload your Drake® data today and there aren't any issues with the uploaded data. It may take up to 10 business days to complete the conversion if there are any issues with the uploaded data.
| Year | Status | Entities available to convert |
|---|---|---|
| 2020 | Available - turnaround time 1 to 3 business days | 1040, 1065, 1120 |
| 2021 | Available - turnaround time 1 to 3 business days | 1040, 1065, 1120 |
Ready to to get started?
Before converting your data you'll need to take some steps to prepare. Refer to the conversion guide for step-by-step instructions.
Current available conversions
The turnaround times listed below are assuming you upload your Lacerte® data today and there aren't any issues with the uploaded data. It may take up to 10 business days to complete the conversion if there are any issues with the uploaded data.
| Year | Status | Entities available to convert |
|---|---|---|
| 2021 | Available - turnaround time 3 to 5 business days | 1040, 1065, 1120, 1041, 990, 1040CA |
| 2022 | Available - turnaround time 3 to 5 business days | 1040, 1065, 1120, 1041, 990, 1040CA |
Ready to to get started?
Before converting your data you'll need to take some steps to prepare. Refer to the conversion guide for step-by-step instructions.
Current available conversions
The turnaround times listed below are assuming you upload your ProSeries® data today and there aren't any issues with the uploaded data. It may take up to 10 business days to complete the conversion if there are any issues with the uploaded data.
| Year | Status | Entities available to convert |
|---|---|---|
| 2020 | Available - turnaround time 3 to 5 business days | 1040, 1065, 1120, 1041, 990 |
| 2021 | Available - turnaround time 3 to 5 business days | 1040, 1065, 1120, 1041, 990 |
Ready to to get started?
Before converting your data you'll need to take some steps to prepare. Refer to the conversion guide for step-by-step instructions.
Current available conversions
The turnaround times listed below are assuming you upload your ProSystem fx® data today and there aren't any issues with the uploaded data. It may take up to 10 business days to complete the conversion if there are any issues with the uploaded data.
| Year | Status | Entities available to convert |
|---|---|---|
| 2020 | Available - turnaround time 1 to 3 business days | 1040, 1065, 1120, 1041, 990, 1040CA, 1040CT, 1040NJ, 1040NY |
| 2021 | Available - turnaround time 1 to 3 business days | 1040, 1065, 1120, 1041, 990, 1040CA, 1040CT, 1040NJ, 1040NY |
Ready to to get started?
Before converting your data you'll need to take some steps to prepare. Refer to the conversion guide for step-by-step instructions.
Current available conversions
The date conversions will be available are estimates and subject to change.
The turnaround time listed below is assuming you upload your TaxWise® data today and there aren't any issues with the uploaded data. It may take up to 10 business days to complete the conversion if there are any issues with the uploaded data.
| Year | Status | Entities available to convert |
|---|---|---|
| 2020 | Available - turnaround time 1 to 3 business days | 1040, 1065, 1120 |
| 2021 | Available - turnaround time 1 to 3 business days | 1040, 1065, 1120 |
Ready to to get started?
Before converting your data you'll need to take some steps to prepare. Refer to the conversion guide for step-by-step instructions.
Current available conversions
The date conversions will be available are estimates and subject to change.
The turnaround time listed below is assuming you upload your GoSystem RS data today and there aren't any issues with the uploaded data. It may take up to 10 business days to complete the conversion if there are any issues with the uploaded data.
| Year | Status | Entities available to convert |
|---|---|---|
| 2020 | Open - turnaround time 1 to 3 business days | 1040, 1065, 1120, 1041, 990, 1040CA, 1040CT, 1040NJ, 1040NY |
| 2021 | Open - turnaround time 1 to 3 business days | 1040, 1065, 1120, 1041, 990, 1040CA, 1040CT, 1040NJ, 1040NY |
Ready to to get started?
Before converting your data you'll need to take some steps to prepare. Refer to the conversion guide for step-by-step instructions.
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Support Notes:
The internal UltraTax CS Conversion Release Schedule provides additional detail to reps on estimated release dates.
Even though two tax years are available for conversions, it is only recommended they convert data from the most recent year they completed tax returns in the competitor program. Converted data is designed to be
Conversions are released at different times throughout July - December, but customers can send in data before a conversion is released. This will put firms in line once the conversion is released. To do this, they need to set up a conversion from their MyAccount page.