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The first step to prepare data for conversion from ProSystem fx 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 ProSystem fx
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.
You should remove any password protection in place for clients, if applicable.
Prepare data for conversion
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- 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.
2021
Entity Source directory Files 1040 \Wfx32\Client\21I *.U1I 1041 \Wfx32\Client\21F *.U1F 1065 \Wfx32\Client\21P *.U1P 1120C \Wfx32\Client\21C *.U1C 1120S \Wfx32\Client\21S *.U1S 990 \Wfx32\Client\21X *.U1X 2020
Entity Source directory Files 1040 \Wfx32\Client\20I *.U0I 1041 \Wfx32\Client\20F *.U0F 1065 \Wfx32\Client\20P *.U0P 1120C \Wfx32\Client\20C *.U0C 1120S \Wfx32\Client\20S *.U0S 990 \Wfx32\Client\20X *.U0X 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.
- 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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