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Level 2
December 28, 2020
Question

Transfer of tax files from one year to another year when it was left off in error when transferring all files from previous year to the subsequent year

  • December 28, 2020
  • 2 replies
  • 20 views

In the transfer of tax files from 2018 to 2019, I subsequently found out that one tax file had not 

transferred with the other tax files. How do I transfer only 1 file from 2018 to 2019 tax year?

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2 replies

IRonMaN
Level 15
December 28, 2020

When you start the transfer process, all of the client files are listed.  Just click on the one you want.

Slava Ukraini!
Just-Lisa-Now-
Intuit Community Champion
December 28, 2020

Theres a little button on the toolbar that says Transfer, 5th icon from the left.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪