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Do we think it's ok to transfer clients from 2021 to 2022?
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I setup a new computer this morning and I ran with scissors and transferred clients in the process. May God have mercy on my soul 😰
Slava Ukraini!
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Forms search shows 1065 and 1120S basic forms available end of this week. I'll transfer those at that time. Won't transfer 1040's for a while longer. Too many bad memories of things blowing up.
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Yes, I agree there have been problems transferring too early. Think I might wait as well.
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In the past I've transferred all clients to the new tax year then as client info came in I'd delete their file and retransfer just to be sure I had a "bug free" file.
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I highly recommend you do not transfer any more clients than you need right now. I can tell you many horror stories about transferring clients prior to giving Intuit time to work out the bugs. Remember, it only takes a few seconds to tranfer a single client when you need it.
