Preseason: Copying or Backing Up Conversion Data
Applicable to GoSystem Tax only.
When preparing and sending your data to be converted, you will need to copy or back up the files for that vendor into a temporary directory. As an example, we use the directory name X:\Conversion Data (where X is the hard drive location), but you can use any name of your choice. After you copy or back up the files to the temporary directory, and after Support has created an SDE portal for you, you can transmit your data for conversion.
The following topics describe how to copy or back up the data files for each vendor whose data we convert. Please locate the appropriate vendor and follow the directions to place the correct files in the temporary directory.
- Preseason: Backing Up Lacerte Returns
- Preseason: Copying ProSeries Returns
- Preseason: Copying ProSystem fx Returns
- Preseason: Exporting CCH Axcess Returns
- Preseason: Backing Up UltraTax CS Returns
RS Browser/preseason_copying_backing_up_data.htm/TY2021
Last Modified: 07/29/2019
Last System Build: 02/03/2022
©2021-2022 Thomson Reuters/Tax & Accounting.
