Data Proforma
Download The Utility Conversion Here...
The following software programs are currently supported for conversion:
How to use the Conversion tool From your Prior Year Desktop Software to your Proweb Software:
👉 Click on Proweb > Submit
👉 Login with the Preparer login information that you have used for your office location:
It will provide you with a Program dropdown:
👉 Depending on which software you have on your computer, it will generate the Path to Program Data > Click Start
It will convert and you will have the results:
In the screenshot it shows 0 of 2, cause in the test login, we had 2 that we had started of but did not electronically submit. It should display all Processed returns that you did Electronically file.
What information Will be converted:
✅ All personal information (taxpayer name, date of birth, SSN, spouse info, dependents, filing status, etc.)
✅ All names for businesses, proprietors, estates, shareholders, entities, etc.
✅ Capital gains and losses, percentages, balances, and other carryover amounts depending on information collected in software
✅ Depreciable assets
Related:
ProWeb: How to Download, Install, and Setup the Business Software For Corporate Returns
