FAQs About the Conversion Programs in UltimateDR

What is the cost of a conversion program?

There is no charge for the conversion program to our clients or prospective clients.

How and when can I get a conversion program for my old tax software?

For new UltimateTax clients and registered demo software clients:

Full Version Downloads. Available conversion programs for the current and prior tax years can be downloaded at the UltimateDR Support Conversions page. Log in to UltimateDR Support with your User account credentials. Select Resources from the menu and then select Conversions from the Resources drop list. The conversion programs available for download at UltimateDR Support are always the fully updated versions.

Installed conversion program updates. You can update your installed conversion program by using the desktop icon that is created when you install it. When you double-click the update icon, the software prompts you if an update is available.

What returns and forms can I convert to UltimateDR Software?

UltimateDR converts returns from the following tax software.

Note that UltimateTax does not convert H&R Block or TurboTax files.

How many assets can I convert?

There is no fixed limit on the number of assets per return that the program converts.

Can I convert state programs?

You can convert only federal returns. If you have installed an appropriate UltimateDR state program, after conversion much of the federal information will automatically flow to the state program. However, some state data entry may be necessary to complete the state program.

Do I need to have the prior tax software that I am converting from installed on my network?

For the most part, yes. In order to complete a conversion from your prior year software to UltimateDR, you would need to have the prior tax software installed on your network in order to run a UltimateDR conversion program successfully.

The exception to this rule is UltimateDR’s ProSeries conversion program - your prior year ProSeries program does not need to be installed on your network in order to successfully complete the UltimateDR Software conversion.

If you are converting from a program other than ProSeries, and do not have the prior tax software installed on your computer, please contact UltimateTax Support at (563) 387-8900 for additional options.