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- Re: I installed 2025 Proseries. Only part of last years clients transferred. How do I transfer remaining client files?
I installed 2025 Proseries. Only part of last years clients transferred. How do I transfer remaining client files?
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hgaccountant
Level 1
1 Comment 1
Jim-from-Ohio
Level 12
2 hours ago
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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.
