transferring file

[dtouchy]

want to transfer tax file to another user...how

[George4Tacks]

That might depend on the software you are using? Which is your favorite?

[dtouchy]

Pro Series, pay per return....outlook, PC, Microsoft, not apple computer 

[George4Tacks]

I believe the method is to make a backup onto a portable device and give that backup to the other user.
https://proconnect.intuit.com/community/back-up-data/help/how-to-copy-or-backup-client-files-using-p...

[dtouchy]

thank you!

[Kathi_at_Intuit]

Thank you for stopping by the community to post a question. This community is for Intuit Practice Management users. This question would be better asked here:

ProSeries Community

https://proconnect.intuit.com/community/proseries-tax/discussion/03/303

Thank you very much to @George4Tacks for providing an answer! You rock 😁.

[IRonMaN]

George does rock.  He is a rock star.  He plays lead Xylophone for the Backroom Boys.

[abctax55]

OMG.... LEAD Xylophone ??   Meaning there's more than one 😜

[George4Tacks]

I play a lead (Pb) xylophone coated in Zinc (Zn) to protect the band.