Copying client files between ProSeries Professional and ProSeries Basic

This article will help you:

• If you installed the wrong edition of ProSeries
• If ProSeries Basic doesn't have the necessary forms to complete a complex calculation that needs to be completed in ProSeries Professional

To copy the files:

1. Open the edition of ProSeries you need to move the files to.
   • If the file was created in ProSeries Basic and you need to complete it in ProSeries Professional, open Professional.
   • If the file was created in ProSeries Professional and you need to complete it in ProSeries Basic, open Basic.
2. Make sure you are on the Form 1040: Individual HomeBase View in ProSeries Professional or the 1040 Tab in ProSeries Basic.
3. From the File menu, select Client File Maintenance then Restore.
4. Select Set Source Directory.
   • If the tax returns are currently in ProSeries Basic, select the BasWinYY folder and then YYData.
   • If the tax returns are currently in ProSeries Professional, select the ProWinYY folder and then YYData.
5. Select OK.
6. Select the client files you want to copy.
   • You can use the Select All button if you need to copy all the files,
   • If you need to select just a few returns, hold down CTRL when you click on the file names.
7. Select Restore Client(s).