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    Transfer of tax files from one year to another year when it was left off in error when transferring all files from previous year to the subsequent year

    Clayton
    Level 2

    In the transfer of tax files from 2018 to 2019, I subsequently found out that one tax file had not 

    transferred with the other tax files. How do I transfer only 1 file from 2018 to 2019 tax year?

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    2 Comments 2
    IRonMaN
    Level 15

    When you start the transfer process, all of the client files are listed.  Just click on the one you want.


    Slava Ukraini!
    Just-Lisa-Now-
    Level 15
    Level 15

    Theres a little button on the toolbar that says Transfer, 5th icon from the left.


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪