abctax55
Level 15

YVW...

If you are that far ahead.... take the rest of the year off & start the process in January 🤣

Seriously, transfer a few (like your own?) & play around to get a feel for any of the *new* features or anything new for TY 2020.  Altho Lacerte's early release isn't ready for prime time for handling either the EIP/stimulus reconciliation or the CA insurance penalty.

I transfer the clients I need to work on year end projections, but I renumber them so that when I transfer ALL clients in January the projection files aren't overwritten.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"