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KikiBielory
Level 1
September 1, 2021
Question

Can i switch a proformad client from S corp to corp?

  • September 1, 2021
  • 1 reply
  • 4 views
Switch client file from S corp to Corp
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1 reply

K
kgreen8393
Level 6
September 1, 2021

Yes you can import the data from the S-Corp to the Corp module.  Open the Corporation Module and then go to Tools tab at the top and select Import Client from S-Corp.  You will then select which S-Corp client you wish to import to the Corporations module.  You will need to make some small adjustments, but for the most part this works great.

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