Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

transfer client

Level 1

How can I transfer a client who return I did in 2022 but does Not appear on the list to transfer in 2023

0 Cheers
3 Comments 3
Level 15
Level 15

Open the 2022 program and verify folder as well the spelling of the file name for that client (scroll all the way over to the right hand side of the screen for the "path" and file name of that client. 

If they have a 2022 return, then as long as the 2023 program is looking in the correct folder for 2022 returns to transfer, it WILL be in there.

Level 7

Are you in the right 'type of file' filter as well.  I've been guilty of looking for a prior 1040NR in the land of 1040s.

0 Cheers
Level 15

Open the 2022 return and save it with a new name.  Just worked for me last night with a wayward 1120-S.

0 Cheers