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Transfer of Clients to 2020 Proseries

Level 4

Prior to transferring client files from the prior tax year, I always check with a few of the

All Stars.  Is it OK, or should I wait for another software update?

 

Thank you

 

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Level 15

Personally, I always wait until January to do that.  Too often there have been bugs that have come back to haunt people during tax season because of transferring too early.  

This week's special - get a free set of ACME snow tires with every return prepared. ($300 extra if you want air in the tires)

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11 Replies 11
Level 15

Personally, I always wait until January to do that.  Too often there have been bugs that have come back to haunt people during tax season because of transferring too early.  

This week's special - get a free set of ACME snow tires with every return prepared. ($300 extra if you want air in the tires)

View solution in original post

Level 11

Ditto.

** I'm still a champion... of the world! Even without The Lounge.
Level 4

Thank you.

Level 4

Thank you!

Level 15

As neither of you @IRonMaN , @Accountant-Man are AllStars any longer, I'm not sure you are still qualified to answer this question.   🤣

Former Chump..umm... AllStar.
"the game of life is hard to play"

If a post answers your question, click on *Accept as solution* for future searches
Level 15

I'm an ex-AllStar ------ the "ex" is silent 😀

This week's special - get a free set of ACME snow tires with every return prepared. ($300 extra if you want air in the tires)
Level 15

".. the "ex" is silent "

As all good (?) ex's should be.....

Former Chump..umm... AllStar.
"the game of life is hard to play"

If a post answers your question, click on *Accept as solution* for future searches
Level 9

@abctax55 wrote:

As neither of you @IRonMaN , @Accountant-Man are AllStars any longer, I'm not sure you are still qualified to answer this question.   🤣


Ohhh......🔥🔥

Level 15

You betcha!

This week's special - get a free set of ACME snow tires with every return prepared. ($300 extra if you want air in the tires)
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Level 9

I'm not an All Star or even an ex-All Star.....I'm more like a Falling Star but I like to give me 2cents worth. 😁

I transfer clients now so I can print depreciation schedules to send with organizers.  Then when I'm ready to prepare their returns after January 2021, I will delete the file and transfer again so the file is transferred with the current version of the program. 

Level 11

You can print "Next Year's Depreciation" when you prepare the 2019 returns.

** I'm still a champion... of the world! Even without The Lounge.