To ensure charitable contribution carryover amounts transfer correctly into ProSeries Professional or Basic for tax year 2021, update your 2020 ProSeries and re-save your client files:
How to update ProSeries software
Transferring client files from the prior year
Have you already transferred your client data?
To overwrite the existing client file you can change the program settings to allow this. Once a client file is overwritten, the data existing prior to the transfer cannot be recovered.
- From the HomeBase, choose the Tools menu then Options.
- Choose Transfer from the left side of the screen.
- Check the box that says Overwrite Existing Client Files.
- Click the OK button.
- Transfer the client again.
For the most up to date release information see ProSeries Release Dates
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