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Switching your tax software can be a trying experience. TaxAct Professionals’ data conversion tool will allow you to easily import your existing ProSeries federal 1040 individual data into our software. Below, you can see what is converted and what is not converted before you started the process.
*Conversions may vary from return to return.
Before you start the process, make sure you have downloaded a copy of your client data to a local storage location.
In the TaxAct Professional software, go to your Client Manager, click the “Add Client” button and follow the steps below:
The data has been automatically added to your TaxAct Professional software and will be reflected in the Client Manager as a “converted” client.
If you need assistance, you can call Support at (319)731-2682.
What types of returns are converted to TaxAct?
ProSeries Federal 1040 individual files (all files ending with .21i or .21i extension)
How do I back up my data for Conversion?
Back up your files by storing a copy of them in on your local drive or the Cloud.
What information converts to TaxAct Professional?
What should I do to prepare for TaxAct Professional data conversion?
What is the expected time to convert a file to TaxAct Professional?
Conversion time depends on the number of files or returns your are converting at a given time.
What do I do when a client’s data fails to convert?
When the data fails to convert, first export the results to a CSV file and check the reasons for the errors. You can then retry conversion with the errors corrected.