Data conversion from other tax programs?

[convert2009]

We are considering converting to ATX for 2009 returns. Does anyone know if it is possible to convert/rollover your prior year returns stored in other tax software such as LaCerte?

[Joel]

According to the ATX website under free conversions, Lacerte is listed for conversion.

[kcjenkins]

If you are considering it get the 08 program now, and start converting. This will give you time to not only evaluate the converstion [no conversion is ever 100% perfect, you always have to check the depreciation and carryovers, at a minimum] it will give you time to get familiar with the program. And then when it comes to the 09 season, you will be rolling over already tested conversions, not trying to do it all at the same time. And visit here with any questions, plus notice the 'search' button at the top, seaching here is almost as good as using the KnowledgeBase on the ATX Support. In fact, it's better for some things, since it's totally users who have real actual working knowledge. We're a friendly bunch, and will be happy to help you learn the many useful shortcuts, etc.

[convert2009]

Thank you for the advice. Converting to 08 first is a great idea!

[kcjenkins]

Yes, actually it is good from the point of getting you used to the program, and especially great for saving you time in Jan and Feb, when time is so short. In fact, if your old software or your other records tell you when your clients came in this year, I'd use that as a guide to who to convert first. By the way, I'd 'convert' a good mix of types right at first, to see if you can identify any certain forms that need special care. I know, in all conversions, depreciation is often the hardest thing to get perfect conversions. But you might find others that are specific to your old software

I'm going to modify your topic heading to try to attract software specific input. I know we have some former Lacerte users here.