Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

2019 client transfer to 2020

Highlighted
Level 1

All of my 2019 clients transferred with the exception of 2 - how do i individually transfer those 2? I received no error messages.  Thanks

Labels (1)
0 Cheers
3 Replies 3
Highlighted
Level 11
Level 11

Not a good idea to transfer clients until Jan., because there are usually bugs to be worked out. I would recommend you wait until then, but if you want to just click on the icon on top that says "transfer" then follow instructions. It will let you choose the clients you want to transfer

Highlighted
Level 15

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/unknown-error-on-transf...

@Terry53029  - how is the counter holding up?

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches
Highlighted
Level 5

I totally agree with Terry...even though PS lets you download this early the program is not ready for service until the IRS notifies of the date we can efile. Additionally I don't transfer a client until I have their docs and am ready to prepare their return or they have requested an extension.