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Why did my 2017 ID INFO NOT TRANSFER TO 2018

Forum|Forum|6 years ago
December 6, 2019
7 replies
17 views

Why did all of my prior clients I.D Info not transfer from 2017- 2018

ProSeries Professional

This topic has been closed for replies.

Best answer by IRonMaN

For starters, you are extremely brave to transfer all of you clients on the first day that the software is available. Lacerte had some major bugs in its organizer when clients were rolled over, so it would be a surprise if ProSeries worked perfect on the first day. I would delete the clients and try transferring them again. If that doesn't work, assume it is the first bug of the season for ProSeries and wait for an update before you try transferring them again.

I

IntuitRichard

Employee

Could you provide more information on which IDs did not transfer? Certain IDs will not transfer by design such as state withholding IDS and Driver's License information in certain states. This information does not transfer at the request of state agencies.

M

Marc-TaxMan

Level 7

Umm. Richard. What about the request of customers? How many customers asked for this?

IRonMaN

Level 15

I think the states were the ones doing the requesting for those things.

Slava Ukraini!

M

Marc-TaxMan

Level 7

In the good old days, "The customer was always right!"

G

garman22

Intuit Community Champion

Those days have long past gone.

AshleyatIntuit

Level 9

@Marc.TaxMan while I can appreciate where you come from on this, some states mandate this. For example Pub 93 from NY https://www.tax.ny.gov/pit/efile/Pub%2093_TY2017.pdf Please note, in this statement the state of New York requires that taxpayers are required to provide that information “to be entered into the software”. This is the statement that New York has made to indicate that the information must be entered into the software vs. pre-populated (transferred).

You can chose to do what you prefer copy/paste but for NY as an example, that's a "no-no", so we are just staying compliant to these types of request

IRonMaNAnswer

Level 15

For starters, you are extremely brave to transfer all of you clients on the first day that the software is available. Lacerte had some major bugs in its organizer when clients were rolled over, so it would be a surprise if ProSeries worked perfect on the first day. I would delete the clients and try transferring them again. If that doesn't work, assume it is the first bug of the season for ProSeries and wait for an update before you try transferring them again.

Slava Ukraini!

AshleyatIntuit

Level 9

This may help https://accountants-community.intuit.com/articles/1633268-new-proforma-data-requirements-from-state-agencies-for-2017-intuit-proconnect-proseries

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