I am in the process of setting up a new client template for all my individual and corporate clients. 

When I set up the new clients the template updates are being applied. For my returning clients, when I transfer their data from the 2020 year ProSeries tax software it is not being applied.

Please let me know if the software will be updated so the new template created for the 2021 year will be applied to the personal and business clients being transferred from the 2020 year. If this will be done please advise on a timeframe so I can plan the transfers of files with the template updates and send out the tax organizers, etc..

Thank you for your assistance with this matter.

Sincerely,

Paul Stramberg