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Resolving duplicate files in the ProSeries EF Center

by Intuit Updated 6 months ago

This article will help if a client returns appear multiple times on the EF Center. These duplicate returns don't appear in other HomeBase views.

Before you start:

  • ProSeries 2020 and newer won't require a Duplicate SSN record to be removed from the EF Center HomeBase to e-file.  Instead, the software will allow duplicate records to coexist in the same HomeBase. For more information see How to resolve a Duplicate SSN errors in ProSeries?
  • When trying to correct either of the client situations described in this article, don't try to delete any clients. Trying to delete a client affected by these issues may delete the original client file in addition to the duplicates.
  • This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.

Repairing the HomeBase

If you are unable to e-file with the duplicate SSN error, or the issue is spreading to other returns, this is a sign of damage to the HomeBase records. See How to completely rebuild the ProSeries HomeBase for steps on repairing the damaged records.

ProSeries Basic

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