---
title: Professional Editions – Preparer PDF Import
description: "#### Switching to TaxAct Professional Editions is EASY!   With our Data Conversion feature, you can directly convert prior year individual (1040) returns prepared by the following: - Intuit ProSeries (Professional & Basic) - TaxSlayer Pro - TaxWise   You…"
url: "https://support.taxact.com/support/22874/professional-editions-preparer-pdf-import"
updated: "2026-10-16"
category: Pros / Preparing Returns / Importing Tax Data
tags:
  - downloading
  - import
  - importing
  - instructions
  - pdf
  - preparer
---

# Professional Editions – Preparer PDF Import

#### Switching to TaxAct Professional Editions is EASY!

 

With our Data Conversion feature, you can directly convert prior year individual (1040) returns prepared by the following:

- Intuit ProSeries (Professional & Basic)
- TaxSlayer Pro
- TaxWise

 

You can also create PDFs of prior year individual (1040) returns by importing data from returns prepared by the following:

- ATX
- CrossLink
- Drake
- ProConnect Online
- Intuit Lacerte
- UltraTax

 

You may also import basic information, such as names, addresses, date of birth, etc., from the previous two years' returns. For further information about our Data Conversion feature, please see [Data Conversion Frequently Asked Questions](https://support.taxact.com/support/25906/data-conversion-frequently-asked-questions).

To begin converting prior-year client returns to TaxAct Professional, open **Client Manager**, click **Add Client**, then select **Convert Clients to TaxAct Professional**.

#### What data is imported?

| **Form 1040/1040SR** | - Taxpayer (and Spouse, if applicable) First Name, Last Name, & Middle Initial, SSN, and Occupation - Address - Street, Apt., City, Postal Code, Foreign Country & State/Province - Filing Status - Dependents - Name, SSN, Relationship - Adjusted Gross Income (AGI) - Additional standard deduction checkboxes (if TP and/or SP is blind) - Refund Banking Information - Third Party Designee Information - Refund Applied to Next Year |
| --- | --- |
| **Schedule C** | - Taxpayer SSN - Principal Business - Business Activity Code - Business Name - Employer Identification Number - Address - Accounting Method - At-risk - Cost of Goods Sold Method - Ending Inventory - Descriptions of Other Expenses |
| **Schedule D** | - Short-term and Long-term Capital Gain (Loss) |
| **Schedule E** | - Rental Property Address & Type of Property (all properties) - Taxpayer SSN |
| **Schedule F** | - Taxpayer SSN - Principal Product - Principal Agricultural Activity Codes - Accounting Method - Employer Identification Number - Descriptions of Other Expenses - At-risk |
| **Form 2210** | - Line 4 - Current Year Tax |
| **Form 2441** | - Care Provider's Name, Address, SSN or EIN - Qualifying Person(s) Name & SSN |

 

#### ATX

1. In the Return Manager, check the box next to the client return(s) you want to create as a PDF.
2. Click **Returns** in the main menu, then click **Batch Print Marked Returns**.
3. In the next window, click **Printer Setup** and select **Adobe PDF** as your printer. Click **OK** to close the window, then click **Print**.
4. In the next window where you can edit the file location and name, verify that **PDF files (*PDF)** is selected as the "**Save as type**." Click **Save**. Repeat this step for each return.

#### CrossLink

1. Click the **Setup** menu, then click **Printer Setup**. In the Printer Settings, check **Prompt for Tax Return PDF**, then click **OK.**
2. Open the return you want to create as a PDF, then click **Print** in the toolbar.
3. At the bottom of the Print window by the "Create PDF copy of the Tax Return" text, click **PDF**.
4. The PDF will open in a new window. Save the file with the name and location of your choice.

#### Drake

1. From the main screen, click **View/Print** in the toolbar.
2. Select the client forms, worksheets, etc. for which you want to create PDFs.
3. Click the down arrow next to the **Print** button. Selectk **Print Selected Form(s) to PDF documents** as your printer.
4. Click **Print**. Edit the file location and name if desired, then click **Save**.

#### ProConnect Online

1. Open the client return.
2. From the File menu, select **Create PDF File**.
3. Check the box to choose a copy of the return.
4. Click **Print**.
5. A message will display and show you where the PDF is saved..

#### Intuit Lacerte

1. On the **Clients** tab, select the client return(s) you want to create as a PDF. Click **Print** in the main menu.
2. Select **Tax Return** from the drop-down menu.
3. In the Print Tax Return window, verify whether **Complete return** is selected.
4. Select **File (PDF)** in the ***Return Options*** section, then click **OK**.
5. Edit the file location and name if desired, then click **Save**.