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music2020
Level 1
Feb 5, 2021 4:44 PM UTC
Question

How do I bring my 2019 clients into the 2020 program?

How do I convert my 2019 Pro connect Tax online clients into the 2020 Pro connect tax online?
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1 reply

itonewbie
itonewbie
Level 15
Feb 6, 2021 5:47 PM UTC

You can do that one by one with the Create Tax Return button on the Tax Returns dashboard or you can do this in batch by:

1. Click on the gear icon for Firm Settings in the bottom left corner;

2. Click on Batch Actions (Transfer Prior Year Data);

3. Check the boxes for the returns to rollover; and

4. Click on the Start transferring button.

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