dascpa
Level 12
12-22-2023
09:17 AM
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FAM is different than Proseries tax files. FAM creates a folder for each client and then 10 files within that folder. The second issue is you don't have anything similar to a HomeBase TuneUp in FAM like you do in Proseries.
The easiest way is to get the prior year FAM folder and files into the prior year FAM directory. Then in the current year do a transfer of only that client(s).
FAM is a forgotten product by Intuit (wait, aren't all of them). It could be so much more powerful with a few tweaks.