Code_Reader
Level 3
01-15-2024
11:22 AM
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When importing a client from 2022 carryovers, supporting statements, etc are not importing with the file.
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IRonMaN
Level 15
01-15-2024
11:43 AM
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I think you want to transfer the prior year file rather than import. But sometimes bad things happen if you transfer clients too early. I would run a software update and then try to transfer the client again.
Slava Ukraini!
Code_Reader
Level 3
01-15-2024
12:46 PM
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Sorry, used the wrong word. I meant transferred. We've tried updating and re-transferring but no success so far.
IRonMaN
Level 15
01-15-2024
01:07 PM
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Is it one client or all clients with that problem?
Slava Ukraini!
Code_Reader
Level 3
01-15-2024
01:31 PM
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All clients. Also, partnership capital account balances are not transferring.