Pawolve
Level 1

How do I transfer one of my 2020 Pro Series tax return file to another Pro Series preparer?

0 Cheers
Just-Lisa-Now-
Level 15
Level 15

Highlight the client file in a regular Homebase view, then hit File > Client File maintenance and choose Copy/Backup choose your flashdrive to copy it to.

The other preparer would use Client File Maintenance and choose Restore


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪