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Transfer of tax files from one year to another year when it was left off in error when transferring all files from previous year to the subsequent year

Level 1

In the transfer of tax files from 2018 to 2019, I subsequently found out that one tax file had not 

transferred with the other tax files. How do I transfer only 1 file from 2018 to 2019 tax year?

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2 Replies 2
Level 15

When you start the transfer process, all of the client files are listed.  Just click on the one you want.

Armpit sniffer. Yup, checked out the help wanted ads and found the job. With my nose, how can I go wrong?
Level 15
Level 15

Theres a little button on the toolbar that says Transfer, 5th icon from the left.