Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Re: How do I transfer an employee benefit plan client from 2019 to 2020?
How do I transfer an employee benefit plan client from 2019 to 2020?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
bb922
Level 1
11-23-2021
02:43 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
abctax55
Level 15
11-23-2021
02:55 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
In the 2019 program (make sure it is updated) go to tools, down to "Transfer Clients (Proforma to 2020).
Highlight the client you want to transfer FIRST to make sure you don't mistakenly transfer all clients & overwrite them (in case you've already processed clients in 2020).
HumanKind... Be Both
