Transferring clients

[linda2]

Do we think it's ok to transfer clients from 2021 to 2022? 

[IRonMaN · Accepted solution]

I setup a new computer this morning and I ran with scissors and transferred clients in the process.  May God have mercy on my soul 😰

[dascpa]

Forms search shows 1065 and 1120S basic forms available end of this week.  I'll transfer those at that time.  Won't transfer 1040's for a while longer.  Too many bad memories of things blowing up.

[linda2]

Yes, I agree there have been problems transferring too early.  Think I might wait as well.

[dkh]

In the past I've transferred all clients to the new tax year then as client info came in I'd delete their file and retransfer just to be sure I had a "bug free" file.

[hankinstax]

I highly recommend you do not transfer any more clients than you need right now.  I can tell you many horror stories about transferring clients prior to giving Intuit time to work out the bugs.  Remember, it only takes a few seconds to tranfer a single client when you need it.