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The first step to prepare data for conversion from ATX Saber and ATX Max 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 overview before you continue with the steps in this article.
Current forms and schedules that convert from ATX
Before you provide data to convert
Complete the following before you prepare data for conversion:
- Remove any client passwords: You'll need to remove all client passwords in your old software before you prepare the data to send to the Conversion Team.
- Rename, renumber, or modify client IDs. The Conversion Team will use the same client IDs in your old software. If you need to modify any client IDs, do so before sending data for conversion. Client IDs must be unique across all entities in UltraTax CS.
Prepare data for conversion
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- Create a folder on your desktop where you will export your ATX data.
- Open ATX.
- Open the Return Manager window, if it doesn't open by default.
- Mark the returns you want to export for conversion, or mark the Mark ALL checkbox to select all of the clients in the current view.
Notes:
- For the most efficient conversion, you should send all data for a given year at the same time.
- Do not include cross-entity returns (TX Franchise, NV Commerce, OR CAT), consolidated 1120 returns, imported trial balance data for business tax returns, or Schedule K-1 data shared between business and individual returns.
- Select Returns > Export Marked Returns.
- Confirm the clients selected to export in the Export Marked Returns dialog, and then click the Export Marked Returns button.
- Browse to the folder you created in step 1, and click OK to export your data.
- Once the export is complete, open the folder to confirm data was exported correctly. You should see files that have a *.atx[taxyear]Export format.
- Right-click the folder you created in step 1, and select Send to > Compressed zip, or ZIP the folder using your preferred method.
Note: Do not password protect or encrypt the ZIP file.
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