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This document provides a comprehensive list of items that have been converted from Drake to ProSeries, including detailed information about various tax-related fields, client and taxpayer information,
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How to fill out list of converted items
How to fill out List of Converted Items: Drake to ProSeries
01
Open the List of Converted Items in your ProSeries software.
02
Ensure that you have the current version of both Drake and ProSeries for compatibility.
03
Review the items that need conversion from Drake to ProSeries.
04
For each item in the list, check the corresponding fields in ProSeries to fill in relevant information.
05
Input data accurately, reflecting the information from Drake.
06
Double-check for any discrepancies or missing information.
07
Save the completed list to ensure all converted items are securely stored.
Who needs List of Converted Items: Drake to ProSeries?
01
Tax professionals transitioning from Drake software to ProSeries.
02
Accountants who need to migrate client data from Drake to ProSeries.
03
Firms that are updating their tax preparation software and require proper records of converted items.
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What is List of Converted Items: Drake to ProSeries?
The List of Converted Items: Drake to ProSeries is a comprehensive list detailing the items and data fields that have been migrated from the Drake tax software to ProSeries tax software.
Who is required to file List of Converted Items: Drake to ProSeries?
Tax professionals and accounting firms that have transitioned from using Drake to ProSeries software are required to file the List of Converted Items to ensure all data has been accurately transferred.
How to fill out List of Converted Items: Drake to ProSeries?
To fill out the List of Converted Items, users should reference the items and data fields documented during the conversion process, ensuring that each item is accurately reflected in the ProSeries format.
What is the purpose of List of Converted Items: Drake to ProSeries?
The purpose of the List of Converted Items is to provide verification and documentation of all tax data that has been transitioned from Drake to ProSeries, ensuring compliance and accuracy.
What information must be reported on List of Converted Items: Drake to ProSeries?
The information that must be reported includes all tax forms, schedules, data fields, and any specific notes regarding changes or updates made during the conversion process.
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