Thanks for your prompt response.  My question is specifically for transferring the client letters and bills from a prior year. I edit the standard letter every year to reflect the current year's dates and also I insert a few paragraphs regarding information provided by the client. In addition,  I write custom letters for some clients which I'd like to transfer.  I have already transferred my 2021 clients to the 2022 Proseries.

Thanks.

Beth K.