Can I transfer 2017 client data to the 2018 program before I send out 2017 organizers, or does transferring the clients first mess up sending out the organizers later.

[ejcpa]

My question is about the order of setting up for the 2018 tax year.  Is it necessary do finish sending the organizers before I transfer my client data tot the 2018 program?

[sjrcpa · Accepted solution]

The two are independent of each other.

[abctax55]

Susan is correct.  AND, I'd strongly advise not transferring your clients en-mass until after the next update (at the earliest..)

I only transfer ones I'm trying to do projections on, and I renumber those (so that when I transfer again I don't overwrite anything).  I generally don't transfer all clients to the 2018 program until January.