Lacerte Data Conversion

Thinking about switching tax preparation software, but concerned about converting your client data? We understand the importance of a smooth transition to you and your business. Our comprehensive and highly rated data conversions are free as part of your Intuit tax preparation package.

We offer:

• Dedicated data conversion support staff ready to answer any questions you may have.
• Confidence that you will be prepared for the coming tax season.
• Completeness. You will have the data you need so you can start next year's taxes off right.

Select your current tax preparation software below to view the list of items that will convert.

The Data Conversion Process

The data conversion process updates your existing data files to your current Lacerte^® tax preparation software. These converted files are then used to generate complete Tax Organizers and to transfer critical client data to next year's tax program. Because the converted files are designed to generate an organizer and transfer data to next year's tax software, the files do not produce a complete current year tax return for filing purposes.

Below is a list of competitors we offer a conversion for and the tax types we convert. Click on a competitor to see the list of converted items.

Competitor	1040	1065	1120	1120S	1041
ATX®
CS Accounting® to EasyACCT®	Not Applicable
Drake®
GreatTax®
ProSeries®
Prosystem fx®
TaxWise®
TaxWorks®
UltraTax CS®

Please note that we do not convert the following tax types/forms:
States, 990, 706, 709, 5500, etc.

How Do I Get Started?

Our conversion process is organized into 3 easy steps:

1. Submitting your data
2. Tracking the status of your conversion
3. Using your converted data

1. Submitting your data

Prepare your media:

We accept only the following forms of backup media:

1. USB Flash Drives (Preferred media)
2. Memory Cards (CompactFlash^™, SD^™, xD^™, MemoryStick^™, and SmartMedia^™)
3. CD-R (Please do not use CD-RW)
4. DVD +R/-R
5. ZIP Disks

CD Backup Instructions

Please do not use any form of file compression when backing up your files.
All submitted media will be returned with your completed data conversion.

Backup your data:

Select that program from which you are converting from the list below. Make sure you follow these backup instructions closely to prevent any delays in the data conversion process.

• ATX^®
• CS Accounting^®
• Drake^®
• GreatTax^®
• ProSeries^®
• Prosystem fx^®
• TaxWise^®
• TaxWorks^®
• UltraTax CS^®

Complete, print, and sign the conversion agreement form:

Please fill out and print the Lacerte Conversion Agreement Form.

Please pay special attention to the following lines on the conversion agreement:

1. Begin Renumbering Clients From: Due to the conversion process, client files must be renumbered. We will renumber your client files beginning from 1000, unless you specify a different starting number. Please do not include non-numeric characters as they are not supported by the conversion process.
2. Physical Address: Enter the physical mailing address to which you want us to send your converted data. As we ship all data conversions via overnight traceable carrier, this must be a physical address. Please do not enter a P.O. Box.
3. Email Address: It is important to provide our Data Conversions team with a contact email address, as they use it only for sending you confirmation emails when we receive your data, and when your conversion has been shipped back to you.
4. # of Disks or CDs Included: Please enter the exact number of media included in your submission.
5. Total # of clients to be converted: Include exact number of clients included in your submission.

Ship us your files:

Due to the sensitivity of your data, we strongly recommend shipping your data to us via traceable carrier (such as FedEx, UPS, or DHL) so your package can be tracked.
We advise not to use No. 10 envelopes for shipping your backup to us as they are usually damaged during shipping and the media is likely to be lost.

Please do not apply stickers/labels to CDs or write on them with ball-point pens as it can render the media unreadable.

Please send your completed and signed conversion agreement form and backup media to the following address:

INTUIT INC.
ATTN: DATA CONVERSIONS
5601 HEADQUARTERS DR.
PLANO, TX 75024

[ Top ]

2. Tracking the status of your conversion

Lacerte performs the conversions in-house and sends the converted data files back to you. You should receive your converted clients within 10 business days from the date our Data Conversion team receives your submission. Please note that large numbers of client files may require additional time for conversion.

We understand the importance of your data conversion, so we have provided you with the following tools to track your conversion's progress:

• Confirmation emails: If you provided a valid email address on your Conversion Agreement Form you will receive confirmation emails when your conversion is received and when your converted data is shipped back to you.
• Self-service conversion status tracker shows you exactly what stage of the conversion process your files are in.

Need to contact us? If you need assistance or have questions, please contact us on the web or by phone at 1-800-933-9999 (follow the phone prompts for conversion questions).

[ Top ]

3. Using your converted data

Restore your Converted Data

To restore your converted data in the 2006 Lacerte Tax program:

1. Open the 2006 Lacerte Tax program.
   Note: Your converted data will be loaded in the following default directories:
   

   Tax Type	Directory
   Individual	C:\CONV\IDATA
   Partnership	C:\CONV\PDATA
   Corporation	C:\CONV\CDATA
   S Corporation	C:\CONV\SDATA
   Fiduciary *	C:\CONV\FDATA

   * Not converted for all software vendors.
2. For each tax type to which you want to restore data, follow these steps:
   
   1. Click Client on the menu bar, then select Tax Type, and then choose the applicable Tax Program (such as Individual, Partnership, etc).
   2. Click Client on the menu bar, then select Restore, and then Browse to the appropriate directory according to the table above (such as C:\CONV\PDATA for Partnership).

Run the Proforma Wizard

Follow these steps to run the Proforma Wizard once you have received the Proforma edition of the program, which simply transfers your client data from 2006 to the 2007 Lacerte Tax program:

1. Open the 2006 Lacerte Tax program.
2. On the Clients screen, click Tools on the menu bar.
3. Select Transfer Clients (Proforma to 2007).
4. On the Proforma Welcome screen, click Next.
5. Select Transfer all my clients for all my modules at once.
6. Follow the simple instructions on each wizard screen.
7. After finishing the Proforma Wizard, close the 2006 Lacerte Tax program. Your transferred clients will now automatically appear in the 2007 Lacerte Tax program.

[ Top ]