abctax55
Level 15
11-14-2020
12:32 PM
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YVW...
If you are that far ahead.... take the rest of the year off & start the process in January 🤣
Seriously, transfer a few (like your own?) & play around to get a feel for any of the *new* features or anything new for TY 2020. Altho Lacerte's early release isn't ready for prime time for handling either the EIP/stimulus reconciliation or the CA insurance penalty.
I transfer the clients I need to work on year end projections, but I renumber them so that when I transfer ALL clients in January the projection files aren't overwritten.
HumanKind... Be Both