Getting your computer system ready

We suggest that you review the following information before installing ProSeries Basic Edition software.

Internet connectivity

Having an Internet connection is necessary to take advantage of ProSeries Basic Edition features such as online delivery of tax products and tax product updates, product licensing, electronic filing software, bank products software, and the http://www.proseries.com Web sites.

 

Important:

The computer on which you will install ProSeries Basic Edition software must have a valid Internet connection.

Computer performance

We strongly recommend that you do the following for each computer that will run ProSeries Basic Edition software:

▪	Install the latest updates for your operating system from http://www.microsoft.com.

▪	Use virus‑protection software to check for viruses on the hard drive, and use anti‑spyware software to check for spyware on the hard drive. Make sure the latest software updates are installed.

▪	Install a firewall (software or hardware) to prevent unauthorized access to your computer from the Internet.

▪	Run the Scan Disk and Disk Defragmenter system tools to correct any errors on the hard drive and speed up access to the contents of the hard drive. (For more information, refer to Windows Help.)

Last year’s TurboTax data files

If you want to move relevant data from last year’s TurboTax® data files to last year’s ProSeries Basic Edition client files, do the following:

1	Make sure you know the location of last year’s TurboTax data files.

2	If you used ProSeries Basic Edition or ProSeries software to prepare last year’s returns, proceed to step 4.

If you didn’t use ProSeries Basic Edition or ProSeries software to prepare last year’s returns, call ProSeries Basic Edition Customer Service at 1‑800‑374‑7317 and request last year’s ProSeries Basic Edition Archive CD.

3	After you receive last year’s ProSeries Basic Edition Archive CD, insert the CD into the appropriate drive to start the ProSeries Basic Edition installation procedure. Follow the instructions on the screen. In the Product Selections dialog box, be sure to select the appropriate state products.

4	Start last year’s ProSeries Basic Edition (or ProSeries) program.

5	If a dialog box asks “Would you like to transfer last year’s client files?,” select Yes. Otherwise, go to the File menu, select Transfer, then select Transfer Clients.

6	In Step 1 of the Transfer window, select <last year> TurboTax 1040 to <last year> ProSeries 1040.

7	Complete the remaining four steps in the Transfer window to create ProSeries client files. Note where those client files are located.

8	In last year’s ProSeries Basic Edition (or ProSeries) program, open each file then save it.

9	After this year’s ProSeries Basic Edition software has been installed, start the ProSeries Basic Edition program if it doesn’t start automatically. When you see the dialog box that asks “Would you like to transfer last year’s client files?,” select Yes.

10	In Step 1 of the Transfer window, select <last year> Form 1040 to <this year> Form 1040.

11	Complete the remaining four steps in the Transfer window to create ProSeries Basic Edition client files for this tax year. Information about those client files will appear in HomeBase.

Converting last year’s data from non‑Intuit tax software data files to this year’s ProSeries Basic Edition client files

If you want to move relevant data from last year’s non‑Intuit tax software data files to this year’s ProSeries Basic Edition client files, do the following:

1	Go to http://www.proseries.com, select New User Program, then select Data Conversion to learn about the data conversion services that are available.

2	Call ProSeries Basic Edition Customer Service at 1‑800‑374‑7317 and request the conversion packet that’s right for you.

3	After you receive the conversion packet, follow the steps in the Conversion Checklist.

4	At the conclusion of the conversion process, the converted data will be in last year’s ProSeries client files that are stored in C:\YYconv, where YY represents that last two digits of the tax year from which the data is converted.

5	After this year’s ProSeries Basic Edition software has been installed, start the ProSeries Basic Edition program if it doesn’t start automatically. When you see the dialog box that asks “Would you like to transfer last year’s client files?,” select Yes.

6	In Step 1 of the Transfer window, select <last year> Form 1040 to <this year> Form 1040.

7	In Step 2 of the Transfer window, select C:\YYconv, where YY represents that last two digits of the tax year from which the data is converted.

8	Complete the remaining steps in the Transfer window to create new ProSeries Basic Edition client files for the current tax year. Information about those client files will appear in HomeBase.

Know the location of last year’s ProSeries Basic Edition client files

ProSeries Basic Edition software for this tax year can transfer relevant data from last year’s ProSeries Basic Edition (or ProSeries) client files into new ProSeries Basic Edition client files for the current tax year. If you have last year’s ProSeries Basic Edition (or ProSeries) client files, make sure you know the location of those client files—especially if last year’s client files are stored on external storage media.

 

Tip:

The default installation location for last year’s ProSeries Basic Edition client file directory was C:\BasWinYY\YYData (where YY represents the last two digits of the tax year). The default installation location for last year’s ProSeries client file directory was C:\ProWinYY\YYData (if a stand-alone installation) or x:\ProSeries\ProNetYY\YYData (if a network installation) where x represent the drive where last year’s ProSeries shared network components were installed, and YY represents the last two digits of the tax year.

Know the location of Quicken data files

If you use Quicken^® software, make sure you know where the relevant Quicken data files are located.

http://www.proseries.com