Conversions

Converting is simple with
our Conversion Wizard

Our Conversion Wizard tool allows you to convert your existing returns, client information, schedules and forms into MyTAXPrepOffice quickly and easily. 

Simply click “Conversions” on the Dashboard Toolbox widget to initiate the Conversion Wizard and it will walk you through the steps to complete your conversion.

If you have any questions or need help with your conversion, please contact our Customer Support Team at 307.414.1211 or email support@mytaxprepoffice.com.

Conversion Information

Software Products

• 2018 ATX Desktop
1040, 1065, 1120 & 1120S
• 2018 Crosslink Desktop
1040
• 2018 Drake Desktop
1040, 1065, 1120 & 1120S
• 2018 ProConnect Desktop
1040, 1065, 1120 & 1120S
• 2018 ProSeries Desktop
1040, 1065, 1120 & 1120S
 2018 TaxAct Desktop
1040 
2018 TaxSlayer Desktop
1040
• 2018 TaxWise Desktop
1040, 1065, 1120 & 1120S
• 2018 TurboTax Desktop
1040

1040

  • Client Information
  • Dependent Information
  • Form W2
  • Form 1099R
  • Form 2441
  • Schedule C, CEZ
  • Schedule E
  • Schedule F
  • Form 4835
  • Form 6252
  • Form 8829
  • Schedule K1
  • Asset Information
  • Form 4952
  • Form 8396
  • Form 8839

1065

  • Business Information
  • Form 1065
  • Schedule F
  • Owner K-1
  • Form 1125-A
  • Form 8825
  • Asset Information*
  • Balance Sheet

* Not all asset information can be converted.

1120

  • Business Information
  • Form 1120
  • Schedule F
  • Schedule N
  • Form 1125-A
  • Form 1125-E
  • Asset Information*
  • Schedule G
  • Balance Sheet

1120S

  • Business Information 
  • Form 1120S
  • Schedule F 
  • Owner K-1
  • Form 1125-A 
  • Form 1125-E 
  • Form 8825
  • Asset Information* 
  • Balance Sheet

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 2018: 
The estimated release date(s) for conversions is Summer 2019 and continuing throughout the fall. You will receive an email when a conversion is released and a notification will be available in the News Widget displayed on the Dashboard. 

Note:  
1. Due to differences between various tax programs, not all data from the original returns will be converted. 

2. The conversion process does not recreate the original 2018 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.

Need help with your conversion?

If you have any questions or need help with your conversion, please contact our Customer Support Team using live chat, email at support@mytaxprepoffice.com or via the live chat feature within your software.