Convert Legacy Data

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  • Conversion settings can be found at Maintenance > CGT and Dividend Scheduling > Convert Legacy Data.
  • Visit the Conversion Settings window before starting a live conversion - Maintenance >  CGT and Dividend Scheduling > Convert Legacy Data.
  • A detailed conversion guide is attached below. This help topic provides only an overview. Prior to running the conversion for the first time you need to visit Maintenance > CGT and Dividend Scheduling > Convert Legacy Data > Conversion Settings and select the location of your SecTAX programs folder and then select your database from the drop-down list under SecTAX Connection Name.