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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Organizer for converted client
Organizer for converted client
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cpwcpa
Level 1
11-19-2020
08:46 AM
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How do i get an organizer for clients I converted from another software? Conversion was success - went to Form 1040: Individuals but not to organizer home base.
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HudsonCPA
Level 2
11-19-2020
09:42 AM
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I assume you have your 2019 returns in ProSeries 2019.
In HomeBase, under File, pick Transfer, Transfer Clients, under Number 1 pick 2019 Form 1040 to 2020 Organizer, pick the clients you want to get organizers, click Transfer.
Now in HomeBase, open Organizer in 2020. The clients' organizers should be there.
I hope this helps.
