CCH® ProSystem fx® Tax — Data Conversion

Convert tax data information with speed and accuracy.

CCH ProSystem fx Tax Client Data Conversion converts your tax data information with speed and accuracy. Getting started is easy. Upon processing your order, you will receive an email containing information to help get the conversion process started. Tax data files are sent to our Conversion Processing Center and returned to you in a format that will allow continued preparation of returns on extension and/or preparation of Pro Forma and Organizer/Tax Notebook for the next tax year. 


Key Features
  • Client tax data files are sent to Wolters Kluwer for conversion
  • Comprehensive Items Converted Lists are available for each product being converted
  • Dedicated customer service and support are available throughout the conversion process
Details

Easily and accurately convert your client information to CCH® ProSystem fx® Tax for the following modules:

  • Individual 1040 
  • Partnership 1065 
  • Corporation 1120 
  • S Corporation 1120S 
  • Fiduciary 1041 
  • Exempt Organization 990
  • Deferred Compensation 5500

Each competitor conversion differs. Email us for details about the software you will be converting from and for information about sending your data files in for conversion.

Important Notes:

  • 2014 Conversions for Extension Returns are now available for the software/products listed below:
    • Lacerte — 1040, 1120, 1120S
    • GoSystem RS — 1040, 1120, 1120S
    • Ultra Tax CS — 1040, 1120, 1120S
    • ProSeries — 1040, 1040NR
  • Prior year return conversions (2009-2013) are currently available.

For assistance, questions or additional information, email us or call:

  • 800-739-9998, option 3, option 4 for assistance with ProSystem fx or CCH® ProSystem fx® Global fx
  • 877-977-9739, option 1, option 2 for assistance with CCH Axcess Tax
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