I installed 2025 Proseries. Only part of last years clients transferred. How do I transfer remaining client files?

[Jim-from-Ohio]

From the HomeBaseView (All Tax Returns one), there is an icon along the top of the screen showing the word Transfer.

Word of caution.  Transferring client this early is risky.. Returns rolled over this early sometimes produce incorrect calculations as program is not really ready yet.

[Just-Lisa-Now-]

Transferring clients this early is not recommended.  Every year we see issues with files that get transferred in early versions of the software.

Personally, I only transfer my own file (so I can see what transfers and what might be missing) and a few sample/dummy files I use for running scenarios until closer to the end of January, and I usually delete my own file and retransfer it late in January before I do any actual work on it..

[JOFI]

Best practice here is to just individually transfer client files once you are ready to start working on them.  Avoids transferring legacy clients who are using someone else this year and minimizes any complications from ongoing ProSeries updates.

[Just-Lisa-Now-]

That's what I do, it keeps Homebase much more manageable only having clients that are "in motion" on the screen.

[Accountant-Man]

Transferring clients this early is not recommended.  Every year we see issues with files that get transferred in early versions of the software.

[david3]

We have transferred all clients into the new year in December to send them invitations to Intuit Link and to send them tax organizers.

I didn't realize that this could create problems and have never noticed anything incorrect in the rollover information. Hopefully, I didn't miss any problems with the transferred information.

Don't the early upgrades fix any issues with the information rolled over?

[Just-Lisa-Now-]

"Don't the early upgrades fix any issues with the information rolled over?"

Sometimes, but in the past we've seen the only way to correct a problem that rode over on an early transfer is to delete the file and retransfer.

Im still finding clients that are missing prior depreciation on asset entry worksheets from a transfer bug back in the early 2000's

[david3]

So, does everyone wait until late January to send Link invitations to clients to upload their tax documents?

[sjrcpa]

I think most of us don't use Link.

[david3]

OK. I thought most PS users used Link since it interfaces with PS.

What client portal do most of you use?

Thanks.