me-carney
Level 3
Friday
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I am trying to transfer the preparer information from 2024 Proseries Basic to 2025. It is greyed out. I think it may be that the path to the correct file is incorrect. I can't find where to change the path for the Preparer information. Can you advise?
Thanks.
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me-carney
Level 3
Friday
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I found a way to get the data in 2025 without having to re enter it. I went to the common folder in 2025 directory and changed the name of the SHRFRM25 file to SHRFRM25OLD. Then I went into the common folder in the 2024 directory and found the SHRFRM24 file. I copied it and pasted it in the common folder in 2025 and changed the name to SHRFRM25. I closed Proseries and reopened it and the information was in the preparer info as well as the EFIN info.
Seems this work around worked.
