Your Tax Software - Organizer Migration Instructions
How to export previous year organizer data
By Ken and 2 others3 authors13 articles
- ATX- Client File Upload InstructionsHow to find your ATX data files and compress them to a .zip
- Drake - Client File Upload Instructions
- Crosslink - Client File Upload Instructions
- Lacerte - Client File Upload Instructions
- ProSeries - Client File Upload Instructions
- TaxAct - Client File Upload Instructions
- TaxWise - Client File Upload Instructions
- UltraTax - Client File Upload InstructionsThe following instructions are for the 2025 tax year.
- Send Returns / Files Directly to Truss (Desktop App)
- ProConnect - Client File Upload Instructions
- CCH Axcess - Client File Upload Instructions
- ProSystem FX - Client File Upload InstructionsHow to find your ProSystem FX data files and compress them to a .zip
- TaxSlayer - Client File Upload InstructionsCreate TaxSlayer Client File