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Pro forma to 2019

Level 2

Can someone please tell me how to pro forma  a return from 2018 to 2019?

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2 Replies 2
Level 15
Level 15

Youve chosen ProSeries Professional as your product, we dont do any "proforma", just click the little button on the toolbar that says Transfer, 5th button in from the left.

Level 1

When i am in the 2018 file and try to transfer clients the program says i have to wait until the 2019 pro forma organizer is ready. On the website it says the organizer was installed back in November. 

What do i do now?

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