ProSystem fx® Tax Data Conversion Streamline your process and convert tax data in no time!
Our Tax Data Conversion software is the most comprehensive available. Now you can accurately and easily convert tax data information to ProSystem fx® Tax.
Here’s how it works:
Upon processing your order, we send you detailed instructions to kick off the conversion process.
Using our Tax Data Conversion software, you convert your tax data files in the convenience of your office.
Accurate, comprehensive ProSystem fx Tax files are then ready for preparation of your 2008 Pro Forma and Organizer/Tax Notebook.
These web pages include a broad description of the types of client data we convert. For a detailed list by vendor, or for questions about the data conversion process, please call 1-800-PFX-9998,option 4, 2.
Conversions Updates Now Available!
Please click here to download the 2008/2009 Conversion programs. The Lacerte 1040 Same Year (2008 to 2008) Conversion program can also be accessed through this link.
SaaS users should contact Data Conversion Support for assistance.
Contact Data Conversion Support at 1-800-PFX-9998, Option 4, 2 for further details.
Individual Returns (1040)
General Taxpayer and Spouse Information Name, Address, Social Security Number, Occupation, Birthdate, Date Deceased, Blind Exemption Indicator, Presidential Fund Election, Filing Status, Qualifying Widower – Year of Spouse Death, Head of Household – Qualifying Dependent Name
Dependent Information Name, Birthdate, Social Security Number, Relationship to Taxpayer
Income and Adjustments to Income W-2 Employer Names, Names of Pension Payers, Social Security Income, Alimony Received or Paid, Unemployment Compensation, Other Income – Description and Amounts, Other Adjustments – Description and Amounts
Schedule A – Itemized Deductions Medical Amounts, Including Medical Mileage and Preparer-Entered Descriptions, Tax Amounts, Including Preparer-Entered Descriptions, Interest Amounts Including Amortized Points and Seller Financed Mortgage Information, Contribution Amounts, Including Charitable Mileage and Preparer-Entered Descriptions, Miscellaneous Deduction Amounts Including Preparer-Entered Descriptions
Schedule B – Interest and Dividends Interest and Dividend Payer Names, Seller Financed Mortgage Interest ID Number, Tax-Exempt Interest Codes, Total Amount Received from Each Payer
Schedule C – Business Income Business Name and Address, IRS Business Code, Employer ID Number, Passive Activity Indicator, Accounting Method, Inventory Method, Ending Inventory, Income and Expense Amounts, Preparer-Entered Descriptions and Amounts, Passive Activity Loss C/O, if available
Schedule E – Rents and Royalties Property Description and Address, Passive Activity Code, Partial Ownership Information, Income and Expense Amounts, Preparer Entered Descriptions and Amounts, Passive Activity Loss C/O, if available
Schedule E – K1 Pass-through Income Name and Address, Employer ID Number, Passive Activity Code, Tax Shelter Registration Number, Pass-through Entity Type, Most Amounts, Passive Activity Loss C/O, if available
Schedule F / 4835 – Farms and Farm Rentals Principal Product, Employer ID Number, Agricultural Code, Passive Activity Code, Accounting Method, Accrual Farm Inventory, Cash and Accrual Income, Other Income – Total and Taxable, Expense Amounts, Preparer-Entered Descriptions and Amounts, Passive Activity Loss C/O, if available
Schedule Form 2106 – Employee Business Expense Occupation, Special Occupation Codes, Business Expenses, Date Vehicle Placed in Service, Preparer-Entered Descriptions and Amounts
Form 2441 – Child Care Credit Provider’s Name and Address, Employer ID Number (or SSN), Amount Paid
Form 6252 – Installment Sales Description, Date Acquired and Sold, Sale Type, Gross Profit Percentage, if available, Prior Year Payments, Related Party Information
Form 8615 – Child Tax Parent’s Information – Name, SSN, Filing Status, Income and Tax Amounts, Other Children’s Information – Income and Tax Amounts
Form 8814 – Parents’ Election to Report Child’s Interest Child’s Name, Child’s Social Security Number, Interest and Dividend Amounts
Form 8829 – Home Office Expense Area Used for Business, Total Area of Home, Expense Amounts (direct and indirect)
Form 4562 – Federal Tax Depreciation Attachment Information, Description, Date Acquired, Method and Convention, Life, Cost or Basis Amount, IRS Amortization Code Section, Business Use Percentage, Listed Property Type, Prior Depreciation, Current Depreciation, Section 179 Allowed, ITC Amount Allowed, Salvage Value, AMT Life, if different, AMT Basis, if different, AMT Prior Depreciation, AMT Current Depreciation
Business Returns (1065, 1120, 1120S)
The following items are converted for all business products:
General Tax Return Information
Business Name and Address, Employer ID Number, Fiscal Year Dates, IRS Business Code, Principal Activity, Principal Product / Service, Accounting Method, Inventory Method, General Information Questions
Income, Cost of Goods Sold, and Deductions
Gross Receipts, Returns and Allowances, Interest, detail where available, Dividends, detail where available, Rental Income, Other Income, Beginning and Ending Inventory, Purchases, Cost of Labor, Additional 263A Costs, Detail of Other Costs, Deduction Amounts, Preparer Entered Descriptions and Amounts
Balance Sheet
End of Year Amounts for All Fields, Other Current Assets Descriptions and Amounts, Other Investments Descriptions and Amounts, Other Assets Descriptions and Amounts, Other Current Liabilities Descriptions and Amounts, Other Liabilities Descriptions and Amounts
Rents and Royalties / Form 8825
Property Description and Address, Partial Ownership Information, Income and Expense Amounts, Preparer-Entered Descriptions and Amounts
Schedule F / 4835 – Farms and Farm Rentals
Principal Product, Employer ID Number, Agricultural Code, Accounting Method, Accrual Farm Inventory, Cash and Accrual Income, Expense Amounts, Preparer-Entered Descriptions and Amount, Other Income – Total and Taxable
Form 6252 – Installment Sales
Description, Date Acquired and Sold, Sale Type, Gross Profit Percentage, if available, Prior Year Payments
Form 4562 – Federal Tax Depreciation
Attachment Information, Description, Date Acquired, Method and Convention, Life, Cost or Basis Amount, IRS Amortization Code Section, Business Use Percentage, Listed Property Type, Prior Depreciation, Current Depreciation, Section 179 Allowed, ITC Amount Allowed, Salvage Value, AMT Life, if different, AMT Basis, if different, AMT Prior Depreciation, AMT Current Depreciation, ACE Basis, if different, ACE Prior Depreciation, ACE Current Depreciation
Partnership Returns (1065)
General Tax Return Information
Partnership Start Date
Schedule K
Interest Income, Dividend Income, Pass-through Entity Income, Contribution Descriptions, Other Amounts, if available
Partner Information
Name and Address, EIN / SSN, General Partner Designation, Partner Entity Type, End of Year Profit Percentage, End of Year Loss Percentage, End of Year Capital Percentage, End of Year Capital Account, if available
Corporation Returns (1120)
General Tax Return Information
Date Incorporated, Corporation Type
Schedule E – Officers' Compensation
Name and Address, Social Security Number, Title, Time Devoted, Percentage of Stock Owned
S-Corporation Returns (1120S)
General Tax Return Information
Date of S-Corporation Election
Schedule K
Interest Income, Dividend Income, Contribution Descriptions, Other Amounts, if available, Pass-through Entity Income
Shareholder Information
Name and Address, EIN / SSN, End of Year Shares or Percentage of Stock Ownership, if available
Fiduciary Returns (1041)
General Fiduciary Information
Estate Name and Address, Fiduciary Title and Address, Employer ID Number, Date Trust Created, Fiscal Year Dates, Return Type, Decedent’s Social Security Number, 1041 Exemption Amount
Beneficiary Information
Name and Address, EIN / SSN, Date of Birth
Income and Deductions
Preparer-Entered Descriptions, Charitable Contribution Name, Address, and Purpose
Schedule B – Interest and Dividends
Interest and Dividend Payer Names, Total Amounts Received
Schedule C – Business Income
Business Name and Address, IRS Business Code, Employer ID Number, Passive Activity Indicator, Accounting Method, Inventory Method, Ending Inventory, Income and Expense Amounts, Preparer-Entered Descriptions and Amounts, Passive Activity Loss C/O, if available
Schedule E – Rents and Royalties
Property Description and Address, Passive Activity Code, Partial Ownership Information, Income and Expense Amounts, Preparer-Entered Descriptions and Amounts, Passive Activity Loss C/O, if available
Schedule F / 4835 – Farms and Farm Rentals
Principal Product, Employer ID Number, Agricultural Code, Passive Activity Code, Accounting Method, Accrual Farm Inventory, Cash and Accrual Income, Other Income – Total and Taxable, Expense Amounts, Preparer-Entered Descriptions and Amounts, Passive Activity Loss C/O, if available
Form 6252 – Installment Sales
Description, Date Acquired and Sold, Sale Type, Gross Profit Percentage, if available, Prior Year Payments, Related Party Information
Form 4562 – Federal Tax Depreciation
Attachment Information, Description, Date Acquired, Method and Convention, Life, Cost or Basis Amount, IRS Amortization Code Section, Business Use Percentage, Listed Property Type, Prior Depreciation, Current Depreciation, Section 179 Allowed, ITC Amount Allowed, Salvage Value, AMT Life, if different, AMT Basis, if different, AMT Prior Depreciation, AMT Current Depreciation
