To convert returns from one software to TaxSlayer Desktop version, the software you’re converting from has to be desktop as well. Returns prepared on a web-based software cannot be converted onto TaxSlayer.
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If you don’t see the software name above, this means converting returns from it to TaxSlayer isn’t supported.
Conversion
To convert, follow the steps below:
Log into TaxSlayer desktop with an admin or a superuser user account.
From the Main Menu, go to Utilities
Go to Run Conversion Program
If you see this configuration screen below, wait for it to load
The conversion tool will start as a separate program. If you don’t see it on the software, check the taskbar. This is how it’ll look like
Click New Conversion
Choose Desktop
Choose the software you want to convert from, and from the Path to Program Data, choose where it’s installed on your computer, so TaxSlayer can read and convert returns.
When done, you’ll see this screen. If you start a new tax return with a SSN that was converted, you’ll be asked whether you’d like to pull prior year information, choose YES.
10. When done, returns will not show on TaxSlayer before you follow the steps below:
a. Go to the drive where the software is installed. Most of the time, it’ll be the C:/ drive
b. Go to a folder called TaxSlayer
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f. Go to 20xxNet
g. Paste the folder you copied from TaxSlayer onto 20xxNet
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h. Restart the software
PLEASE NOTE THAT:
Password protected returns cannot be read nor converted.
Some portions of returns cannot be converted. Some information will have to be re-entered manually