Change File Type converts a client data file from the existing file type to a different file type.

IMPORTANT: Before converting files, make a backup of the original data file. Not ALL information is transferred during the file type conversion. 

The following information is transferred during each type of conversion:

    • Name
    • Address
    • Telephone
    • County
    • Fiscal Year
    • All Depreciation
    • Information entered on screens 6, 7, and 8 (form 4562 data entry screens)


In addition, the following are transferred when converting an S corporation to a full corporation, or a full corporation to an S corporation:

    • Balance Sheet
    • Schedule A
    • 4864
    • 5884
    • 6478
    • 6781
    • 7004
    • 8271
    • Client Bill


Changing File Types

    1. Go to Tools > File Maintenance > Change File Type.
    2. In Client Selection, either type the SSN/EIN or select the client from the list.
    3. Click Continue. The available file type choices appear.



Note

The current return type is disabled to stop a redundant choice from being made.


    1. Select the desired new file type.
    2. Click Continue.

IMPORTANT: It is not recommended to change a file type more than once. Multiple changes can cause a loss of data.