"File exists but no overwrite allowed" error when transferring client data in ProSeries

This message occurs when you are trying to transfer a client file that has the same file name as a file that already exists in ProSeries. If this message results for a client that should exist already in the HomeBase, but doesn't show, run Database Maintenance:

Starting in tax year 2020 the Database Maintenance tool has been replaced with a new and improved HomeBase Maintenance tool. For details on the change, see here.

To run HomeBase Maintenance in ProSeries 2020 and newer:

To run DataBase Maintenance in tax year 2019 and prior:

1. Go to HomeBase and change your Homebase View to the main view impacted such as the Form 1040: Individual.
   • HomeBase Maintenance is not available on special views such as the All Tax Return view, EF Center, or Pay-by-Refund
2. From the HomeBase menu, select Database Maintenance.
3. Verify the correct folder is selected for your client files, then click OK.
4. If there are inconsistencies between your Homebase database and client data files are found, the HomeBase Reconciliation dialog box will appear.
   • Click Show Details to view a list of files in each category.
   • Click Fix It to synchronize your client files and HomeBase.
   • Click Help for more information about the HomeBase Reconciliation dialog box.
5. Click Recheck to ensure that you have fixed any inconsistencies.
6. Click Close.
7. To perform maintenance on a different view, such as 1120 or 1065, select the view and repeat the above steps.

If you wish to transfer and overwrite the existing client file you can change the program settings to allow this.  Once a client file is overwritten, the data existing before the transfer can't be recovered.

1. From the HomeBase menu, choose Tools then Options.
2. Choose Transfer from the left side of the screen.
3. Check the box that says Overwrite Existing Client Files.
4. Click the OK button.
5. Transfer the client again.