How do I convert files to Drake Zero?
You can easily convert your individual (1040) client files from your prior software by doing the following:
- Log in to your Drake Zero account as an ADMIN user.
- This feature is only available for Users with ADMIN rights in Drake Zero.
- Under Tools, select Client Files.
- Click Convert Client Files.
- Review the Conversion Agreement and click I agree.
- Select your Prior Software from the dropdown.
- Select the radio button for either Prior year conversion or Current year conversion.*
- On your desktop, create a zip file of your previous software's client files.
NOTE: We recommend that you remove any passwords placed on client files, prior to backing up and uploading your files.
A detailed help link is available for the selected program that will assist you with locating your prior program client files.
- Either click to browse for the .zip file or drag and drop the .zip file from your computer to the website.
- The upload will be processed.
- The conversion status is updated:
You will also receive an email confirmation that your Drake Zero conversion is complete.
Prior Year Conversion Note
If the file was a prior-year return, do the following in the current year hub to bring it forward:
- On the Home screen click Create.
- Enter the SSN, enter the SSN again to confirm, then click Create Return.
- Select Yes when asked whether you want to bring the return forward to this year.
- The return will open with prior-year information and converted data.
- The client will then appear in return search results, recent returns, etc.
Supported Software Conversions
Conversions from the following software providers are supported:
- Drake Tax
- ATX
- Crosslink
- ProSeries
- ProSystem FX
- TaxACT
- TaxSlayer
- TaxWise
- TaxWorks
- UltraTax
*Note: The conversions process is only designed to create a current year data file. The radio button simply indicates which year of the previous software program is being uploaded for use in the conversion.
- Prior year conversion means that you are uploading a prior-year file for conversion to the current year program. For example, if you are uploading a file from Drake21, this will only create a 2022 file in Drake Zero. If you also need a 2021 file in DZ, you would have to manually enter the data.
- Current year conversion means that you are uploading a file from the same year of the other program. For example you are uploading a file from Drake22 for DZ22. This will create a 2022 file in Drake Zero.