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. How do I get the rest of my clients to proforma?? . About a third of them transferred.

Kathietax
Level 1
 
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abctax55
Level 15

Search for the several discussions on this issue.

1) locked returns?

2) Non cash charitable contributions with wonky characters 

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

View solution in original post

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4 Comments 4
abctax55
Level 15

Search for the several discussions on this issue.

1) locked returns?

2) Non cash charitable contributions with wonky characters 

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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abctax55
Level 15

Here's just one with a lot of suggestions:

https://accountants-community.intuit.com/questions/1783341-i-cannot-transfer-a-client-to-2018-due-to...

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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Kathietax
Level 1
I had to unlock the returns and choose " use settings from last time" before the rest would transfer!
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mojocpa
Level 7
I have had to unlock and view the form then proforma at least 25 so far. Oh and then relock the returns. RPITA
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