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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When you start the transfer process, all of the client files are listed. Just click on the one you want.
Theres a little button on the toolbar that says Transfer, 5th icon from the left.
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