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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.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
Level 15
Level 15

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


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪