Cost

There is no charge for the conversion program to our clients or prospective clients.

You can download available conversion programs online after you have received an account login for the support website. If you have not received any temporary account info, contact your sales representative for assistance at (800) 890-9500.

Program Availability

For new Drake clients and trial software clients:

• Available conversion programs for the current and prior tax years can be downloaded at the Drake Support Conversions page. Log in to the Drake Software Support website with your User account credentials. Select Downloads from the menu and then select Conversions from the drop list. Select the tax year you want to convert, then you will see a list of programs and instructions for conversion. The conversion programs available for download at Drake Support are always the most current versions.

• You can update your installed conversion program by using the desktop icon that is created when you install it. When you double click the update icon, the software prompts you if an update is available (software version numbers are displayed on the Drake Support conversions page).

If you have not received any temporary account info, contact your sales representative for assistance at (800) 890-9500.

Available Returns

Drake converts returns from the following tax software. Conversions for the current filing season are listed on the public Drake Software Conversions page:

• ATX™ by CCH Small Firm Services® - 1040, 1041, 1065, 1120, 1120-S

• Crosslink® by Petz Enterprises - 1040

• Lacerte® by Intuit® - 1040, 1041, 1065, 1120, 1120-S

• ProSeries® by Intuit® - 1040, 1041, 1065, 1120, 1120-S

• ProSystem FX® by CCH - 1040, 1041, 1065, 1120, 1120-S

• TaxAct® by 2nd Story Software, Inc. - 1040

• TaxSlayer Pro® - 1040

• TaxWise® by CCH Small Firm Services® - 1040, 1041, 1065, 1120, 1120-S

• TurboTax® by Intuit® - 1040, files must be sent to Drake for conversion*

• UltraTax® by Creative Solutions - 1040, 1041, 1065, 1120, 1120-S

• H&R Block - None. Drake Software does not convert H&R Block files.

More information about what can be converted is available from the conversion program download list for current and past tax years on the Drake Support Conversions page.

Only one return for each SSN/EIN is converted from the other program. If the other program supports multiple returns for a single SSN/EIN, the last file converted for that SSN/EIN will be the one that is available in Drake Tax. Verify that the intended file was converted properly to Drake Tax.

*TurboTax

Drake Tax is able to assist you with converting personal returns (1040) from TurboTax desktop or TurboTax Online. Please indicate which program (desktop or online) was used to create the return when contacting Drake Support for assistance. Drake will convert the TurboTax return into the corresponding year of ProSeries. When you receive the converted files, you must download the ProSeries conversion from the Drake Software Support website > Downloads > Conversions to finish converting the data to Drake Tax. For detailed assistance with converting your files, call the Drake Software Conversions line at (828) 349-5546.

Depreciation

There is no fixed limit on the number of assets per return that the program converts.

UltraTax

UltraTax stores their client files separately from their depreciation files. The conversion program will have the default path that UltraTax uses for their depreciation data. If you have changed the path in UltraTax for where the deprecation gets stored, you will need to change the path for the "Depreciation File Location" in the conversion program.

If you are using UltraTax on the Cloud, you will need to download both client data and the asset data for conversion. This will result in two separate zipped backup files. The UltraTax program must be installed on the same computer as the Drake conversion software for a successful conversion. Call Drake Software Conversions at (828) 349-5546 for more information.

State Conversion

You can convert only federal returns. If you have installed an appropriate Drake state program, after conversion much of the federal information will automatically flow to the state program. Some state data entry may be necessary to complete the state return.

Installation Requirement

Prior Software

Generally, you are required to have the prior tax software program installed on your network in order to successfully run a Drake Software conversion program. If you do not have the prior tax software installed on your computer, please contact Drake Software conversions at (828) 349-5546 for additional information.

Software	Required to be installed?
ATX	Yes
Crosslink	Yes
Lacerte	Yes
ProSeries	No
ProSystem FX	No
TaxAct	No
TaxSlayer	No
TaxWise	No
UltraTax	Yes

Prior Drake Tax

You do not need the corresponding year of Drake Tax installed to run the conversion programs.

For example, if you are converting your 2023 tax data to bring into the Drake Tax 2024 program, you do not need to install Drake Tax 2023to run the conversion. The conversion program will create the necessary folder structure required to update your returns to the 2024 program.

We do recommend that you install the corresponding tax year of Drake Tax to open and calculate the returns before updating them to the current tax year's program in order to:

• Verify all data was converted as expected and to make any necessary changes before updating them into the latest version of Drake Tax, and

• Produce the COMPARE worksheet to update to the latest version of Drake Tax.

Password-Protected Files

No, the data is able to be converted even if you have enabled password protection on the prior tax software.

Converted Files

1. If the corresponding year of Drake Tax is installed, repair index files (go to the Tools > Repair Index Files > Repair all) and view the converted returns in that year of Drake Tax.

2. If you have not installed the corresponding year of Drake Tax, and the current year of Drake Tax is available, you can bring the converted data forward into Drake Tax (Last Year Data menu) and view the files in the Drake Tax.

You can determine if the conversion was successful by comparing the number of files converted with the number you tried to convert. If you still cannot view converted client files, or are missing some files, contact Drake Software Conversions Support at (828) 349-5546.

Second Conversion

If you convert any client file into Drake Tax you will overwrite any existing client file with the same SSN in that year of Drake Tax. If you have made any changes to the converted files, it is recommended that you back up the previously converted files so that you may restore them after the subsequent conversion.