Deleting a transferred client file?

[jnd2546]

If I transfer a client file from 2024 to 2025, then delete it, will I be able to do the transfer again at a later date?

Asking because I saw in another post its not a good idea to transfer at least until final releases in mid January

Thank you!

[abctax55]

Yes. 

And if you didn't delete the first transfer, the re-transfer would overwrite any info you had entered.

The reason for the 'wait' comment is that the 2025 software is not ready for primetime yet; transferring too early/before it is ready can result it some (many?) pertinent items of info being incorrect or missing completely.  

I transfer select client now to do year end projections, then renumber those clients so I don't lose the info I entered when I eventually transfer the file that will be used to prepare the 2025 returns.  Hopefully by April 1st?

@Just-Lisa-Now- posted on a question recently, asking if PS is still working on the organizers.... so maybe 2024 software is still being tweeked?

[BobKamman]

I once posted that the program seemed to run slower, the more clients I had in HomeBase.  Someone else posted a guffaw.  I think they were making fun of my TRS-80.