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ProSeries Error Message

Level 2

I've downloaded the 2020 ProSeries product, and during the installation I chose to transfer all of my 2019 tax clients.  19 of my clients (mix of 1040, 1120, and 1120S) didn't transfer, and all I'm getting is a cryptic error message of: "an unknown error occurred while attempting to transfer".  Has anyone else run into this issue?  Thanks.

Larry Steffens

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2 Comments 2
Level 15

Yep... many have.  And they've posted about it; see the numerous threads discussing that it is TOO early to transfer.  Wait for updates, wait for January.

Here's just one, which has a link to others:


"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
Level 9

Not a good idea to transfer clients in bulk....you get left with your Homebase full of non-returning clients.

I don't transfer until I get their docs or a request for an extension.

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