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- Transferring files to a new preparer
Transferring files to a new preparer
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ds1035x
Level 1
yesterday
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My clients who file two tax returns, one as a single, the other married joint. so altogether two sets of records going back to 2019. How do i TRANSFER THE RECORDS to their new tax preparer? The new preparer, sues Pro connect as well, if that makes a difference.
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dkh
Level 15
yesterday
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Your ex-client has a printed copy of the return that they can/should provide to the new preparer. You could also provide a .pdf copy of the return. I would never give another firm/preparer a copy of my program file for a client. That's just me......
IRonMaN
Level 15
yesterday
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Yup, I don't have any problems giving a paper or pdf copy of the return to the new preparer, but never my data file. But with that said, even if you wanted to give them the data file, I don't know how you would even accomplish that with ProConnect.
Slava Ukraini!
