Anthony S
Employee
Employee

The tax data conversion process creates tax year 2017 files to transfer into the 2018 program, so this is correct.

To transfer the files into Organizer:

  1. Go to the File menu, scroll to Transfer and click on Transfer Clients...
  2. In Step 1 (of the Transfer screen), change the 'type of file to transfer' to "2017 Form 1040 to 2018 Organizer."
  3. Change the data path in Step 2 to "C:\ProWin18\CompConversion."
  4. By default, the directory is set to \18Data, this is correct.
  5. Click "Select All" in Step 4.
  6. Click "Begin Transfer" in Step 5.
Once the Organizer files are created you can transfer them directly into Form 1040 later.  Assuming you haven't worked on any of the clients in the 1040 HomeBase view you will need to delete them, then perform a transfer from the Organizer into Form 1040 Individual's HomeBase.  Hope this helps.


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