KasperCalc: UltraTax to Canopy Client Converter

Runs entirely in your browser. No client data is uploaded or stored. SSNs, EINs, and all other PII never leave this page.

Import Client Data

Drag & drop a .csv, .dif, or .txt file here

or click to browse

Data Preview (click Type cell to cycle Individual / Business / Unknown · click column header to sort)

Classification

0 Individuals

0 Businesses

0 Unknown ⚠

0 Total

Validation

Errors 0

Warnings 0

Hover ◐/● in the grid for details

Column → Canopy Field Mapping

Green = high confidence Orange = low confidence Grey = unmapped

No columns yet

Export

Client Name convention:

Canopy Import (Path A — two separate CSV files)

Delivers individuals.csv + businesses.csv separately

Canopy Import (Path B — Excel template layout)

Two-sheet workbook matching Canopy's template column order

Generic Exports

No data loaded — upload a file, paste data, or try the sample

References & Important Notices

UltraTax CS is a product of Thomson Reuters. Canopy is a product of Canopy Tax, Inc. KasperCalc is not affiliated with, endorsed by, or sponsored by either company; product names are used only to describe the data formats this tool converts between.
This tool processes client data entirely in your browser; no data is uploaded or stored. Always verify the converted output against the Canopy import template before importing, and confirm client records after import.