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Intuit

Help Articles

Before you start:

  • Calculate all client files in your original program.
  • Remove any locks.
  • Remove any passwords.
  • Remove overrides made on forms which create new input fields.
  • Be sure to rollover all client files from the prior year program. Failure to do so will result in those files returning with a "corrupt" status.
  • This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.