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Level 2
January 5, 2022
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Not all 2020 Schedules transferred to 2021?

  • January 5, 2022
  • 2 replies
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Best answer by jeffmcpa2010

Highlight a file or group of files, right click brings up a menu with "delete" as one of the options

 

Just an idea - what I do is I transfer clients as their information arrives and I begin to work on them. Just one of the ways I know who is in and who I am waiting for.

2 replies

Level 10
January 5, 2022

The 2021 version is still very early in development and distribution. I only transfer a few selected files this early, more for testing or my own for tax estimate, and seeing how things are working. It will be at least a few weeks for initial working product. Anything with any additional level of complexity will likely be several additional weeks.

Annie123Author
Level 2
January 5, 2022

Great since I already transferred my files how do I delete them?  Wish they would have told us this before downloading the software.

Level 10
January 5, 2022

Highlight a file or group of files, right click brings up a menu with "delete" as one of the options

 

Just an idea - what I do is I transfer clients as their information arrives and I begin to work on them. Just one of the ways I know who is in and who I am waiting for.

IRonMaN
Level 15
January 5, 2022

Too soon - don't transfer them until you really need them.  Funky things happen to folks that transfer early and it is never good funk that happens.

Slava Ukraini!