Skylane
Level 11
Level 11

Try looking at the status for those only transferred. You can go into the return and look at the 5 year history.... as an alternative you can create  a version of home base that shows a column for your total fees per client for each of last 3 years... if you didn’t invoice them, you probably (hopefully) didn’t prepare the return.

If at first you don’t succeed…..find a workaround
0 Cheers