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transferring a existing client from previous year
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Atticus
Level 1
05-18-2020
11:21 AM
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trying to transfer a client from previous year to current but I can't!! I see the client in the previous year but when I ask to transfer their name is not for me to transfer
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The-Tax-Lady
Level 9
05-18-2020
07:25 PM
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Double check the actual file name by opening it. Then you will be able to find it.
This is the first year I did not transfer the entire client base and I've had to open quite a few prior year files and found some surprising actual file names. They're all there, some are just in disguise. 🙂
