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Tools - Transfer Clients (Proforma to 2020)...

Level 1

I get this error on two of the three fiduciary returns I am trying to transfer to 2020 (one properly transferred):

"Failed to transfer. Please verify that client forms can be viewed in 19TAX then retry."

I then verified that the client forms can be viewed in 19TAX.  Then I retried.  Then I got the same message...  The non-Einstein in me repeated the process and it still didn't transfer.

Any help?

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3 Comments 3
Level 15

If the clients are locked, unlock and try again (but honestly I would just wait a couple of weeks for a new update as this type of problem is typical early on.)

If there is still fail, highlight one of the clients and use Ctrl + L to send it to Lacerte to anaylyze. Then wait for a response. This can help Lacerte to fix bugs in the program.


Here's wishing you many Happy Returns
Level 1

Thank you. Will take your advice. 

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Level 1

I have the same issue, but with about 100 fiduciary returns that will not proforma.  I have tried running clpack as well and still they will not proforma.

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