Conversions
Converting is simple.
Our software allows you to convert your existing returns, client information, schedules, and forms into MyTAXPrepOffice quickly and easily.
Simply go to Returns > Convert Returns in the left side menu of your Dashboard to complete conversion. Select your previous software provider and begin the conversion. To watch a training video on how to convert from your particular software provider, please click here to visit the MyTAXPrepOffice YouTube channel.
If you have any questions or need help with your conversion, please contact a Customer Success Specialist through the Solution Center in the program.
Conversion Information
Conversions for Tax Year 2022 are available now!
Availability of Conversions for Tax Year 2023
The estimated release date(s) for conversions for Tax Year 2023 is Fall 2024. Some conversions are available earlier. A notification will be available in the News Widget displayed on the Dashboard.
• 2022 & 2023 ATX Desktop
1040, 1065, 1120 & 1120S
• 2022 & 2023 Crosslink Desktop
1040, 1065, 1120, & 1120S
• 2022 & 2023 Drake Desktop
1040, 1065, 1120 & 1120S
• 2022 & 2023 ProSeries Desktop
1040, 1065, 1120 & 1120S
• 2022 & 2023 TaxAct Desktop
1040
• 2022 & 2023 TaxSlayer Desktop
1040
• 2022 & 2023 TaxWise Desktop
1040, 1065, 1120 & 1120S
• 2022 & 2023 TaxWise Online
1040 (See important note)
• 2022 & 2023 TurboTax Desktop
1040
We only convert the return types listed above for your previous software. We do not convert 1041, 706, 709, or 990. Payroll return types are not converted.
Software Products
1040
-
Client Information
-
Dependent Information
-
Form W-2 Wage and Tax Statement
-
Form 1099-R (Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.)
-
Form 2441 (Childcare and Dependent Care Expenses)
-
Schedule C (Profit or Loss from Business)
-
Schedule E (Supplemental Income and Loss)
-
Schedule F (Profit or Loss from Farming)
-
Form 4835 (Farm Rental Income and Expenses)
-
Form 6252 (Installment Sale Income)
-
Form 8829 (Expenses for Business Use of Your Home)
-
Schedule K-1 Partnership / S Corporation
-
Asset Information (2)
-
Form 4952 (Investment Interest Expense Deduction
-
Form 8396 (Mortgage Interest Credit)
-
Form 8839 (Qualified Adoption Expenses)
(2) Not all asset information can be converted.
1065
-
Business Information
-
Form 1065 (U.S. Return of Partnership Income)
-
Schedule F (Profit or Loss from Farming)
-
Owner K-1
-
Form 1125-A (Cost of Goods Sold)
-
Form 8825 (Rental Real Estate Income and Expenses of a Partnership or S Corporation)
-
Asset Information (2)
1120s
-
Business Information
-
Form 1120 S (U.S. Income Tax Return for an S Corporation)
-
Schedule F (Profit or Loss from Farming)
-
Owner K-1
-
Form 1125-A (Cost of Goods Sold)
-
Form 1125-E (Compensation of Officers)
-
Form 8825 (Rental Real Estate Income and Expenses of a Partnership or S Corporation)
-
Asset Information (2)
1120
-
Business Information
-
Form 1120 (U.S. Corporation Income Tax Return)
-
Schedule F (Profit or Loss from Farming)
-
Schedule N (Foreign Operations of U.S. Corporations)
-
Form 1125-A (Cost of Goods Sold)
-
Form 1125-E (Compensation of Officers)
-
Asset Information (2)
-
Schedule G (Information on Certain Persons Owning Corporation's Voting Stock)
Important Conversion Information
Length of Time Needed for Conversion Process:
Getting our clients set up for a successful tax season is
our number one priority. Based on the number of returns being uploaded for conversion, your expected time frame
is as follows:
Under 200 returns: 1 day
200-500 returns: 2 days
Over 500 returns: 1 week
Please allow enough time for conversions to be processed. You will receive an email from the Conversion Team when your returns are finished.
Availability of Conversions for Tax Year 2023
The estimated release date(s) for conversions is Fall 2024. Some conversions are available earlier. You will receive an email when a conversion is released and a notification will be available in the News Widget displayed on the Dashboard.
What we convert:
List of Converted Asset Items 2021: TaxWise to MyTAXPrepOffice
Note:
1. Due to differences between various tax programs, not
all data from the original returns will be converted. We
only convert the return types listed above for your
previous software.
2. The conversion process does not recreate the original
2022 return.
3. After the returns are converted, you will need to verify
all returns to ensure accurate calculations.
4. Various tax programs utilize many different combinations of depreciation methods. Some methods of depreciation listed in the prior software may not be able to be converted. We recommend that you verify the asset depreciation closely for accuracy.
Important Note: TaxWise Online Conversion
MyTAXPrepOffice supports TaxWise Online conversion. Before proceeding with your conversion, please ask TaxWise to convert your files to the desktop program.
