I prepared a tax for a new client, printed and saved. It wasn't in the client anywhere.

[jcdtax]

I cannot locate a new client after I prepared the tax, printed and saved it.  I had to go to the Data18 file but it wouldn't open from there either unless I closed the program first then I found it.  Now I have one client that was on my 1040 tab, I did the new tax, printed and saved it now I can't find it.  When I go to the Data18 file, its there but when I open it, its empty.  Frustrating!

[garman22 · Accepted solution]

Is it possible the new client is at the bottom of your homebase? 

[jcdtax]

No it’s not on the list at all

[garman22]

Shot in the dark.....happened to me (mustve changed view). Try dummying one up and go through process again. Could be just a fluke.

[garman22]

I did one right after I read your post and there was no issue.

[jcdtax]

I will try again, thanks!

[garman22]

you bet and good luck!:smile:

[taxiowa]

You can do Homebase tuneup for missing files but you should not have to for every new client.  But try it for this one and see whats up.

[TaxGuyBill]

I don't think ProSeries Basic has tuneup anymore.  A few years ago they added a weird second file for every client that magically makes Homebase populate.

That leads me to think there is something wrong with the program creating that second magical file.

[Skylane]

If there’s a _ ( blank space or some other error) inadvertently entered preceding the name it will confuse and misfile the account in home base.

[jcdtax]

I agree, there is definitely a program error. I can only locate a new client file if I close the program, go to the data18 folder and open it. Again the program has to be closed. Definitely a program issue since I tried it twice

[Just-Lisa-Now-]

Very weird...are you saving to some kind or removable device or direct to the default folder on your harddrive?

[jcdtax]

Directly. I’ve been using the program over 10 years, it’s domething strange

[Skylane]

@Ashley at Intuit (aka Henry Jr)   Ashley, can you help out here please?

[jcdtax]

Thanks