Transfer of Clients to 2020 Proseries

[grossie]

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

[IRonMaN · Accepted solution]

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.  

[Accountant-Man]

Ditto.

[grossie]

Thank you.

[grossie]

Thank you!

[IRonMaN]

You betcha!

[abctax55]

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

[IRonMaN]

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

[abctax55]

".. the "ex" is silent "

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

[dkh]

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@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.   🤣

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Ohhh......🔥🔥

[dkh]

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]

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