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Pawolve
Level 1
11-10-2021
08:50 AM
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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
11-10-2021
08:56 AM
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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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