selecting client files to copy/backup

Forum|Forum|5 years ago
December 7, 2020
6 replies
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I need to amend a 2019 1040 that I e-filed using ProSeries Basic. I want to be able to e-file the 1040X. The instructions say to backup the client file first. It says in HomeBase, select the client file(s) you want to backup, then File/Client File Maintenance/(Copy/Backup). The Copy/Backup box comes up, but a different file than the one I want to backup is not the one that shows in the box, and it will not allow me to change the file. suggestions?

ProSeries Basic

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Best answer by Just-Lisa-Now-

Yup. As long as you have a copy of the original in some shape or form, there really isn't a reason to mess around making a copy of the client file.

This is what I do as well, use the original file (with the filename you want to keep using and transferring each year) as the amended return.

I don't save an actual "tax file" of the original return, its wrong, so I have no reason to save it in the program like that.

IRonMaN

Level 15

Print a paper or pdf copy of the return for your records and don't bother with the copying route --------- I never have. As a side note, e-filing is shutdown until they open back up in January.

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