ProWeb: Conversion of Data for New Customers

If you are new to TaxSlayer ProWeb and have previously prepared tax returns in another desktop tax program, you may be able to convert some of that program's prior year return data to pull forward into the current year returns in TaxSlayer ProWeb. Returns prepared in a web-based program cannot be converted for use in TaxSlayer Pro.

If you have a multi-level office, the conversion is done at the office level, not the company level, so the preparer logging in to the program needs to use office level login credentials.

Here is a list of desktop tax preparation software that can be converted for TaxSlayer ProWeb.

Note: Conversion of data is not available for Pay Per Return preparers. 

Refer to the attached document below, "Conversion Instructions - ProWeb" for instructions on how to convert the data.