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FAM-checkboxes on the Info Wkst that designate the client's tax yr is empty. You must first open the client to allow these checkboxes to calculate before import..where?

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last updated ‎December 07, 2019 11:19 AM

I am using 2018 FAM to import assets from ProSeries 2018. The "Calendar Yr" checkbox is checked.  Where on the Info Wkst in ProSeries would I "designate client's year is empty." I've also tried to import with the client return open which then returns the message "Must close client return"

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