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Pawolve
Level 1
November 10, 2021
Question

Transfer

  • November 10, 2021
  • 1 reply
  • 9 views

How do I transfer one of my 2020 Pro Series tax return file to another Pro Series preparer?

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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
November 10, 2021

Highlight the client file in a regular Homebase view, then hit File > Client File maintenance and choose Copy/Backup choose your flashdrive to copy it to.

The other preparer would use Client File Maintenance and choose Restore

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