UltraTax CS conversion overview
The Tax Data Conversion Service converts your firm's data in a competitor application so you can prepare organizers and tax returns in UltraTax CS. The following is a brief overview to familiarize yourself with the UltraTax CS conversion process. When you're ready to begin your conversion to UltraTax CS, use the Converting Your Data to UltraTax CS guide for step-by-step instructions.
Security
Our Conversion Team performs conversions in a highly secure environment and will only use the data you give. Data is sent and received only through encrypted portals and once it's converted, we immediately purge the data from our system.
Timing
Conversions are done in the order received. We process conversions on a 1st come, 1st serve basis. Conversions can take several days to complete so it's best you provide your data as soon as possible.
Conversions from competitors become available at different times, usually starting in July.
What you can convert
-
We convert data only for the 2 most recent tax years.
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We currently don't convert 706, 709, 2290, or 5500 data.
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We can't convert all competitor data into UltraTax CS. This is mainly due to differences in detailed data entry within varying products. Carefully review the converted data before you process returns.
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Specific form and schedule data that we convert can vary by application. See the following list of what converts for each competitor.
|
Competitor
|
1040
|
1065
|
1120/1120S
|
1041
|
990
|
|---|---|---|---|---|---|
|
CCH Axcess
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Drake
|
Yes
|
Yes
|
Yes
|
No
|
No
|
|
GoSystem Tax
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
|
Lacerte (Intuit)
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
ProSeries (Intuit)
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
|
ProSystem fx (CCH)
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Tax year 2023 is the final year offered for the following products:
|
Competitor
|
1040
|
1065
|
1120/1120S
|
1041
|
990
|
|---|---|---|---|---|---|
|
ATX/Saber
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
|
TaxWise
|
Yes
|
Yes
|
Yes
|
No
|
No
|
