Since I could not get the forms to transfer I went in and redid all the forms again manually. I did an update to the program this morning and it deleted all my form charges. Proseries could not figure it out. I was unable to get a tech that really understood what was going on. I think they must be short on tech help this year.
I did the following, successfully... maybe i'm misunderstanding or maybe you're running into something specific to your machine or situation.
- In 2019, Used Tools -> Billing -> Rates Per Form, set Form 1040 Worksheet to 125
- In 2020, Used File -> Transfer -> Transfer Preparer & Billing Info... to import 1040 Paid Preparer, Billing, etc
- Confirmed via Tools -> Billing -> Raters per form that the $125 was transferred
What are you doing / what are you seeing?
Thanks for the reply. I did do that. I also did it with the techs last week and no one could figure out why the form charges would not transfer. Then I manually put all the form charges in myself and with the update this am they all disappeared. Crazy. Cant figure it out. We are on a server with 5 active accountants. I am the admin. Never had anything like this happen.
On the computer where you attempted the transfer, can you..
- Run ProSeries
- Select Help -> Send Logs
- Email the resulting logs, which were saved to your desktop as a .zip file, to email@example.com.
I'll take a look - maybe in one of the logs there will be information on why it's not transferring.
Also by chance you have multiple firms associated with your CAN / license?