Conversion of Data for New Customers - How to move tax returns from old software?

Conversion of Data for New Customers - How to move tax returns from old software?

If you are new to ProWeb and have previously prepared tax returns in another desktop tax program, you may be able to convert some of that program's prior year return data to pull forward into the current year returns in ProWeb. Returns prepared in a web-based program cannot be converted for use in ProWeb.

Here is a list of popular desktop tax preparation software that can be converted for ProWeb.

Software packageIndividual
returns
ATX✔
CrossLink✔
Drake✔
OLT✔
ProSeries✔
TaxAct✔
TaxWise✔

 

Refer to the attached document below, "Conversion Instructions - ProWeb" for instructions on how to convert the data.

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