Transfer of Clients to 2020 Proseries

Forum|Forum|5 years ago
December 21, 2020
11 replies
62 views

Prior to transferring client files from the prior tax year, I always check with a few of the

All Stars. Is it OK, or should I wait for another software update?

Thank you

ProSeries Professional

This topic has been closed for replies.

Best answer by IRonMaN

Personally, I always wait until January to do that. Too often there have been bugs that have come back to haunt people during tax season because of transferring too early.

IRonMaNAnswer

Level 15

Personally, I always wait until January to do that. Too often there have been bugs that have come back to haunt people during tax season because of transferring too early.

Slava Ukraini!

Accountant-Man

Level 13

Ditto.

** I am "Elevating with Intention!"

G

grossieAuthor

Level 5

Thank you.

IRonMaN

Level 15

You betcha!

Slava Ukraini!

dkh

Level 15

I'm not an All Star or even an ex-All Star.....I'm more like a Falling Star but I like to give me 2cents worth. 😁

I transfer clients now so I can print depreciation schedules to send with organizers. Then when I'm ready to prepare their returns after January 2021, I will delete the file and transfer again so the file is transferred with the current version of the program.

Accountant-Man

Level 13

You can print "Next Year's Depreciation" when you prepare the 2019 returns.

** I am "Elevating with Intention!"

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