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    Transfer of Clients to 2020 Proseries

    grossie
    Level 5

    Prior to transferring client files from the prior tax year, I always check with a few of the

    All Stars.  Is it OK, or should I wait for another software update?

     

    Thank you

     

    0 Cheers

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    1 Best Answer

    Accepted Solutions
    IRonMaN
    Level 15

    Personally, I always wait until January to do that.  Too often there have been bugs that have come back to haunt people during tax season because of transferring too early.  


    Slava Ukraini!

    View solution in original post

    11 Comments 11
    IRonMaN
    Level 15

    Personally, I always wait until January to do that.  Too often there have been bugs that have come back to haunt people during tax season because of transferring too early.  


    Slava Ukraini!
    Accountant-Man
    Level 13

    Ditto.

    ** I'm still a champion... of the world! Even without The Lounge.
    grossie
    Level 5

    Thank you.

    grossie
    Level 5

    Thank you!

    IRonMaN
    Level 15

    You betcha!


    Slava Ukraini!
    0 Cheers
    abctax55
    Level 15

    As neither of you @IRonMaN , @Accountant-Man are AllStars any longer, I'm not sure you are still qualified to answer this question.   🤣

    HumanKind... Be Both
    IRonMaN
    Level 15

    I'm an ex-AllStar ------ the "ex" is silent 😀


    Slava Ukraini!
    abctax55
    Level 15

    ".. the "ex" is silent "

    As all good (?) ex's should be.....

    HumanKind... Be Both
    dkh
    Level 15

    @abctax55 wrote:

    As neither of you @IRonMaN , @Accountant-Man are AllStars any longer, I'm not sure you are still qualified to answer this question.   🤣


    Ohhh......🔥🔥

    dkh
    Level 15

    I'm not an All Star or even an ex-All Star.....I'm more like a Falling Star but I like to give me 2cents worth. 😁

    I transfer clients now so I can print depreciation schedules to send with organizers.  Then when I'm ready to prepare their returns after January 2021, I will delete the file and transfer again so the file is transferred with the current version of the program. 

    Accountant-Man
    Level 13

    You can print "Next Year's Depreciation" when you prepare the 2019 returns.

    ** I'm still a champion... of the world! Even without The Lounge.