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Prior year info not importing with client

Code_Reader
Level 3

When importing a client from 2022 carryovers, supporting statements, etc are not importing with the file.

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4 Comments 4
IRonMaN
Level 15

I think you want to transfer the prior year file rather than import.  But sometimes bad things happen if you transfer clients too early.  I would run a software update and then try to transfer the client again.


Slava Ukraini!
Code_Reader
Level 3

Sorry, used the wrong word. I meant transferred. We've tried updating and re-transferring but no success so far.

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IRonMaN
Level 15

Is it one client or all clients with that problem?


Slava Ukraini!
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Code_Reader
Level 3

All clients. Also, partnership capital account balances are not transferring.

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