HudsonCPA
Level 2
11-19-2020
09:42 AM
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I assume you have your 2019 returns in ProSeries 2019.
In HomeBase, under File, pick Transfer, Transfer Clients, under Number 1 pick 2019 Form 1040 to 2020 Organizer, pick the clients you want to get organizers, click Transfer.
Now in HomeBase, open Organizer in 2020. The clients' organizers should be there.
I hope this helps.