Clayton
Level 1
12-28-2020
12:01 AM
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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?
2 Replies 2
IRonMaN
Level 15
12-28-2020
08:49 AM
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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
12-28-2020
09:34 AM
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Theres a little button on the toolbar that says Transfer, 5th icon from the left.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪