Easily Convert Your Client Tax Data
into ProSeries

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Prepare your media

We recommend the following forms of backup media:

• USB Flash Drives
• Flash Memory Cards
• CD-R (CD Backup Instructions)
• DVD -R/+R
• ZIP Disks

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 client data

This is one of the most important steps in the conversion process.
Please follow the backup instructions closely to prevent any delays:

• ATX
• Drake
• GreatTax
• Lacerte
• ProSystem fx
• TaxWise
• TaxWorks
• UltraTax CS

Complete the conversion agreement form

It is important to fill out, print and sign the ProSeries Conversion Agreement Form to prevent delays in the processing of your data conversion.

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. We ship all completed 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 us with a valid email address, as we use it for sending confirmation emails when we receive your data, questions with your conversion, and when your completed conversion has been shipped 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 data

Due to the sensitivity of your data, we strongly recommend using a traceable carrier (e.g. FedEx, UPS, or DHL) for tracking purposes. Please use secure and padded packaging when shipping your submission to us, because sometimes weak packaging will get damaged during shipping and backup media could be lost. We recommend using a permanent marker with a felt-tip for writing on CDs, as ball-point pens, stickers or labels could render the discs unreadable.

Send us your completed conversion agreement form and backup media to the following address:

Intuit Inc.
Attn: Data Conversions
5601 Headquarters Dr.
Plano, TX 75024

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Tracking the status of your conversion

ProSeries 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.
• Login to My ProSeries, where you can see what stage of the conversion
  process your submission is in.

Need to contact us? If you need assistance or have questions, please contact us on the web or by phone at 1-800-434-6818 (follow the phone prompts for conversion questions).

Using your converted data

If you do not have the 2008 ProSeries tax program, you can download it from My ProSeries.

Restore your converted data in the 2008 ProSeries tax program

1. Open the 2008 ProSeries tax program
2. From HomeBase, select File on the menu bar
3. Select Client File Maintenance, and choose Restore
4. Click Set Source Directory, and then browse to C:\CONV
5. In the Type list box, select All Tax Returns
6. Click Set Target Directory, and then set the data path to C:\PROWIN08\08DATA
7. Click Select All, then click Restore Clients

Run the Year-to-Year Transfer

Once you have received the Year-to-Year Transfer edition of the 2009 ProSeries tax program (scheduled for release in December 2009), follow these steps to run the Year-to-Year Transfer, which transfers your client data from 2008 to the 2009 program:

1. Open the 2009 ProSeries Tax program
2. From HomeBase, select File on the menu bar
3. Select Transfer, and then select Transfer Clients
4. In Box 1, select All 2008 Tax Files to 2009 Tax Files
5. In Box 2, browse to C:\PROWIN08\08DATA
6. In Box 3, browse to C:\PROWIN09\09DATA
7. In Box 4, click Select All
8. In Box 5, click Transfer
9. In the Batch Transfer Selection dialog, select Tax Files, and then click OK

Congratulations!

Your transferred clients will now automatically appear in the 2009 ProSeries tax program.

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