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    Transfer

    Pawolve
    Level 1
    ‎11-10-2021 08:50 AM

    How do I transfer one of my 2020 Pro Series tax return file to another Pro Series preparer?

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    1 Comment 1
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎11-10-2021 08:56 AM

    Highlight the client file in a regular Homebase view, then hit File > Client File maintenance and choose Copy/Backup choose your flashdrive to copy it to.

    The other preparer would use Client File Maintenance and choose Restore


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪






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