Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Can I transfer 2017 client data to the 2018 program before I send out 2017 organizers, or does transferring the clients first mess up sending out the organizers later.

ejcpa
Level 1

My question is about the order of setting up for the 2018 tax year.  Is it necessary do finish sending the organizers before I transfer my client data tot the 2018 program?

0 Cheers
1 Solution

Accepted Solutions
sjrcpa
Level 15

The two are independent of each other.


Ex-AllStar

View solution in original post

0 Cheers
2 Comments 2
sjrcpa
Level 15

The two are independent of each other.


Ex-AllStar
0 Cheers
abctax55
Level 15

Susan is correct.  AND, I'd strongly advise not transferring your clients en-mass until after the next update (at the earliest..)

I only transfer ones I'm trying to do projections on, and I renumber those (so that when I transfer again I don't overwrite anything).  I generally don't transfer all clients to the 2018 program until January.

"Tax software is no substitute for a professional tax preparer"
0 Cheers