Migrate ProSystem fx data to Onvio

Use this article to migrate data from ProSystem fx to Onvio.

Before you start

Current forms and schedules that convert from ProSystem fx

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 1116 W2-G
Payments Schedule C 2106 1099R
Misc. Income Schedule D 2441 1099Q
Misc. Deductions Schedule E 2555 SSA-1099
Education Expenses Schedule F 4797 1099SA
IRA Information Schedule H 5329 5498SA
Keogh/Sep/Simple Schedule J 6252 1099-Misc
Depreciation Schedule R 8396
Auto Expenses Schedule K-1 8839
Carryovers Schedule K1-T 8886
Two Year Comparison 114

Note: Select state data is converted for the state of CA, CT, NJ and NY.

General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 2220
Payments Schedule E 4797
Shareholder Information Schedule F 4835
Rent and Royalty Schedule K 6252
Depreciation Schedule K-1 8609
Carryovers Schedule L 8886
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Partner Information Schedule F 4835
Rent and Royalty Schedule K 6252
Depreciation Schedule K-1 8609
Carryovers Schedule L 8886
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule A 1041A
Deductions Schedule D 4797
Beneficiary Information Schedule E 4835
Balance Sheet Schedule F 5227
Accumulation Schedule Schedule K-1 6252
Carryovers
Two Year Comparison
Depreciation
General information Schedule Form
Demographic Information Schedule A 990T
Electronic Funds Withdrawal Schedule C 990
Balance Sheet Schedule D 990PF
Notes and Bonds Schedule E
Officers Schedule G
Payments Schedule H
Carryovers Schedule M
Depreciation Schedule R

Migration steps

  1. Create a folder on your desktop where you will copy your ProSystem fx data.
  2. For each entity, copy and paste the files to the folder you created in step 1. Use the table as reference. The * in the Files column represents the client ID used in ProSystem fx.
    Entity Source directory Files
    1040 \Wfx32\Client\20I *.U0I
    1041 \Wfx32\Client\20F *.U0F
    1065 \Wfx32\Client\20P *.U0P
    1120C \Wfx32\Client\20C *.U0C
    1120S \Wfx32\Client\20S *.U0S
    990 \Wfx32\Client\20X *.U0X

    Note: Do not include cross-entity returns (TX Franchise, NV Commerce, OR CAT), consolidated 1120 returns, imported trial balance data for business tax returns, or Schedule K-1 data shared between business and individual returns.

  3. Right-click the folder you created in step 1, and select Send to > Compressed zip, or ZIP the folder using your preferred method.

    Note: Do not password protect or encrypt the ZIP file.

  4. Log in to My Account.
  5. Follow the on-screen instructions to complete the setup process and upload your prepared data.
  6. Once submitted, you can track your migration progress by logging in to Onvio and selecting Setup, then Migrations.

Conflicts

If any client data you import is similar to but does not exactly match data that already exists in Onvio, it'll be flagged as a conflict. You'll need to decide how to handle those conflicts before the migration is considered complete.

  1. To view conflicts, select Setup, then Migrations in Onvio.
  2. Select Third-party applications.
  3. For each conflict listed, select the plus sign to expand details on the conflict.
  4. Select  Create new record or  Use this record.
  5. Select Submit resolved conflicts when you're finished. You can submit at any time and come back to finish making your selections; you don't need to choose what to do with every conflict at once. However, you cannot start another migration until all conflicts have been addressed.

Next steps

Review your migrated data in Onvio.


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