Drake to ATX

[Sandy J]

Purchased an existing g tax business who was using Drake. I have ATX. Does anyone know if Drake exports so ATX can import the client data?

[jklcpa]

Welcome to the group, Sandy!

It isn't an export function from Drake.  You would use the ATX conversion: 

https://taxna.wolterskluwer.com/conversions
 

Since this is actually a question about using the ATX software and a process within its program, I'm moving this topic to General Chat since most readers probably don't look at our Drake subforum. 

I'm currently a Drake user that moved from ATX, but I'm sure we have some members that also have moved back to ATX from other vendors that may be able to provide more specific answers if you run into trouble.

Of course, you'll have to check the newly converted ATX returns for accuracy, but matter what two software programs are involved, I think the main trouble spots in any conversion are in the areas of fixed assets/depreciation and any existing unused loss-type or credit carryovers. 

[Richcpaman]

Sandy:

Welcome to the forum!

You can ask ATX to convert the Drake data for you.  They would do it if you were moving from Drake to them for the first time.  They may do it, even for a fee, that would save you a lot of time.

Rich