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Este documento detalla los elementos convertidos de ATX a ProSeries, incluyendo información sobre qué datos se transfieren, cuáles no, y pasos a seguir para ingresar datos manualmente después
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How to fill out list of converted items
How to fill out List of Converted Items: ATX to ProSeries
01
Open the List of Converted Items document.
02
Review the sections for 'ATX Items' and 'ProSeries Items'.
03
List each item from ATX that needs to be converted in the 'ATX Items' section.
04
Next to each 'ATX Item', note the corresponding 'ProSeries Item' in the adjacent column.
05
Ensure that all items have been accurately matched and there are no duplicates.
06
Save the document once all items have been filled in.
Who needs List of Converted Items: ATX to ProSeries?
01
Tax professionals transitioning from ATX to ProSeries to ensure a smooth conversion of client data.
02
Accounting firms that are updating their software to maintain efficiency and compliance.
03
Individuals responsible for training staff on new software tools.
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What is List of Converted Items: ATX to ProSeries?
The List of Converted Items: ATX to ProSeries is a documentation that outlines the items and data that have been transferred from ATX tax preparation software to ProSeries tax preparation software.
Who is required to file List of Converted Items: ATX to ProSeries?
Tax professionals and accountants who are transitioning from ATX to ProSeries and need to ensure that all relevant data is accurately transferred and documented are required to file the List of Converted Items.
How to fill out List of Converted Items: ATX to ProSeries?
To fill out the List of Converted Items, users should enter the specific items and data points that were converted, ensuring to include any relevant notes about discrepancies or changes that occurred during the conversion process.
What is the purpose of List of Converted Items: ATX to ProSeries?
The purpose of the List of Converted Items is to provide a clear record of what items were successfully transferred and to identify any potential issues or missing items post-conversion.
What information must be reported on List of Converted Items: ATX to ProSeries?
Reported information on the List of Converted Items should include item descriptions, old values from ATX, new values in ProSeries, and notes regarding any changes or actions taken during the transfer process.
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