Transferring clients

Forum|Forum|3 years ago
January 9, 2023
4 replies
9 views

Do we think it's ok to transfer clients from 2021 to 2022?

ProSeries Professional

This topic has been closed for replies.

Best answer by IRonMaN

I setup a new computer this morning and I ran with scissors and transferred clients in the process. May God have mercy on my soul 😰

IRonMaNAnswer

Level 15

I setup a new computer this morning and I ran with scissors and transferred clients in the process. May God have mercy on my soul 😰

Slava Ukraini!

dascpa

Level 11

Forms search shows 1065 and 1120S basic forms available end of this week. I'll transfer those at that time. Won't transfer 1040's for a while longer. Too many bad memories of things blowing up.

L

linda2Author

Level 6

Yes, I agree there have been problems transferring too early. Think I might wait as well.

dkh

Level 15

In the past I've transferred all clients to the new tax year then as client info came in I'd delete their file and retransfer just to be sure I had a "bug free" file.

H

hankinstax

Level 5

I highly recommend you do not transfer any more clients than you need right now. I can tell you many horror stories about transferring clients prior to giving Intuit time to work out the bugs. Remember, it only takes a few seconds to tranfer a single client when you need it.

Sign up

Login with SSO

Let's get you signed in

Login with SSO