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

Prior year total billing amounts

Highlighted
Level 1

For the entities only the prior year's total billing amounts are not transferred to 2020- Each time I need to go back to the prior's years file in order to find out the total charges. How do I fix this annoying problem?

 

Thanks

 

   

Labels (1)
0 Cheers
4 Replies 4
Highlighted
Level 15
Level 15

IT'S TOO EARLY TO TRANSFER CLIENTS

Every year there are glitches and bugs in files that got transferred in too early.  PLEASE do yourself a favor and wait until January to transfer the bulk of your clients over. 

Choose a few sample/dummy files to transfer and fiddle around with or client files that you won't mind having to delete and retransfer if necessary.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Highlighted
Level 5

 I don't transfer client file until I get their documents. That way I don't have files for clients who did not return in my current year Homebase.

0 Cheers
Highlighted
Level 1

Thanks for your advise

 

0 Cheers
Highlighted
Level 5

your welcome...I find it works well for me. I know which clients I need to contact if I haven't received their documents by mid-March.

I contact them to ask if they are returning and need an extension. I don't do extensions until I have verbal or email authorization from them and I note the date in the current year file.

0 Cheers