George4Tacks
Level 15
08-21-2024
05:30 PM
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Just a guess. Do you have a new ProSeries account? I know with Lacerte I could access old files with a different Firm number. Lacerte has a prep file that ID's the company. I had both prep files and just needed to assign old files with the old prep number and new files with the new prep number. Maybe PS has something similar and a call to support could help.
Answers are easy. Questions are hard!