Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

. How do I get the rest of my clients to proforma?? . About a third of them transferred.

Kathietax
Level 1
 
0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Solution

Accepted Solutions
abctax55
Level 15

Search for the several discussions on this issue.

1) locked returns?

2) Non cash charitable contributions with wonky characters 

"Tax software is no substitute for a professional tax preparer"

View solution in original post

0 Cheers
4 Comments 4
abctax55
Level 15

Search for the several discussions on this issue.

1) locked returns?

2) Non cash charitable contributions with wonky characters 

"Tax software is no substitute for a professional tax preparer"
0 Cheers
abctax55
Level 15

Here's just one with a lot of suggestions:

https://accountants-community.intuit.com/questions/1783341-i-cannot-transfer-a-client-to-2018-due-to...

"Tax software is no substitute for a professional tax preparer"
0 Cheers
Kathietax
Level 1
I had to unlock the returns and choose " use settings from last time" before the rest would transfer!
0 Cheers
mojocpa
Level 7
I have had to unlock and view the form then proforma at least 25 so far. Oh and then relock the returns. RPITA
0 Cheers