sjrcpa
Level 15

Back the files up on their end. Restore them on your end.

Best to have pdfs or paper copies of their returns first. Once you put them on your server they will have your firm ID. Also some items on the old returns may not match what was filed, depending on what Settings you have vs theirs. For example, depreciation calculated using IRS table vs formulas.


The more I know the more I don’t know.