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Level 2
October 12, 2020
Question

transferring file

  • October 12, 2020
  • 8 replies
  • 25 views

want to transfer tax file to another user...how

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8 replies

George4Tacks
Level 15
October 12, 2020
That might depend on the software you are using? Which is your favorite?
Answers are easy. Questions are hard!
dtouchyAuthor
Level 2
October 12, 2020

Pro Series, pay per return....outlook, PC, Microsoft, not apple computer 

George4Tacks
Level 15
October 12, 2020
I believe the method is to make a backup onto a portable device and give that backup to the other user.
https://proconnect.intuit.com/community/back-up-data/help/how-to-copy-or-backup-client-files-using-proseries/00/4306
Answers are easy. Questions are hard!