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17926: Drake Zero - Conversions


Drake Zero + Web1040

How do I convert files to Drake Zero?

 

You can easily convert your individual (1040) client files from your prior software by doing the following:

  1. Log in to your Drake Zero account as an ADMIN user.
    • This feature is only available for Users with ADMIN rights in Drake Zero.
  2. Under Tools, select Client Files.

  1. Click Convert Client Files.

  1. Review the Conversion Agreement and click I agree.
  2. Select your Prior Software from the dropdown.
  3. Select the radio button for either Prior year conversion or Current year conversion.*

  1. On your desktop, create a zip file of your previous software's client files.

NOTE: We recommend that you remove any passwords placed on client files, prior to backing up and uploading your files.

A detailed help link is available for the selected program that will assist you with locating your prior program client files.

  1. Either click to browse for the .zip file or drag and drop the .zip file from your computer to the website.
  2. The upload will be processed.

  1. The conversion status is updated:

You will also receive an email confirmation that your Drake Zero conversion is complete. 

Prior Year Conversion Note

If the file was a prior-year return, do the following in the current year hub to bring it forward: 

  1. On the Home screen click Create.
  2. Enter the SSN, enter the SSN again to confirm, then click Create Return.
  3. Select Yes when asked whether you want to bring the return forward to this year.
  4. The return will open with prior-year information and converted data.
  5. The client will then appear in return search results, recent returns, etc.​​

Supported Software Conversions

Conversions from the following software providers are supported: 

  • Drake Tax
  • ATX
  • Crosslink
  • ProSeries
  • ProSystem FX
  • TaxACT
  • TaxSlayer
  • TaxWise
  • TaxWorks
  • UltraTax

*Note: The conversions process is only designed to create a current year data file. The radio button simply indicates which year of the previous software program is being uploaded for use in the conversion. 
  • Prior year conversion means that you are uploading a prior-year file for conversion to the current year program. For example, if you are uploading a file from Drake21, this will only create a 2022 file in Drake Zero. If you also need a 2021 file in DZ, you would have to manually enter the data. 
  • Current year conversion means that you are uploading a file from the same year of the other program. For example you are uploading a file from Drake22 for DZ22. This will create a 2022 file in Drake Zero. 

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