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I am trying to do the same. Have tried unlocking a group of clients, opening clients, updating database. Nothing is working. I should have 50 clients with Sched...
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I was able to convert from the back end, just as an FYI in case someone else is having this problem. I set up a new SCorp client and then copied and renamed the...
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I would like to transfer a partnership client to an SCorp - LLC so all basis type issues stay the same
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I had both issues. The unlock worked for the proforma transfer (but it was still a pain to have to look at everyone that didn't transfer and unlock them). I sti...
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@IntuitAlicia I tried unlocking a small group of clients to see if the F3 group worked and it did not. That unfortunately is not the solution (and in the past i...
