Converted data generally contains:. Tax conversions are not intended to create a historical record or to replicate your original tax return. Examples of the types of information not included are listed below. Conversion Details documents can be viewed by clicking the software name to get a more comprehensive view of what is — and is not — converted. Contact your sales rep for availability of manual entry services. Use the following instructions to submit returns to Wolters Kluwer to be converted.
In your Internet browser, go to conversions. If prompted, log in using your support. Click for instructions on how to create a user ID for support. After reviewing the information on the page, click Get Started at the bottom. Review the information on the page. Click on the link for the vendor that you are converting from to learn about the preparation and backup instructions for that vendor.
Note: The backup file that you create is the file that you will upload to the Conversions team in the steps below. Click Submit Your Data. Enter your contact information and click Next. Choose the appropriate selections for the Vendor Info, and click Next. As you select How the converted files will be used , additional information will appear on the page.
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