Changing from ProSeries Professional to ProSeries Basic

This article will help you:

• If you installed the wrong edition of ProSeries
• If ProSeries Basic doesn't have the necessary forms to complete a complex calculation that needs to be completed in ProSeries Professional

To copy the files:

1. Open ProSeries Basic
2. Make sure you are on the 1040 Tab in ProSeries Basic.
3. From the File menu, select Client File Maintenance then Restore.
4. Select Set Source Directory.
   • If the tax returns are currently in ProSeries Professional, select the ProWinYY folder and then YYData.
5. Select OK.
6. Select the client files you want to copy.
   • You can use the Select All button if you need to copy all the files,
   • If you need to select just a few returns, hold down CTRL when you click on the file names.
7. Select Restore Client(s).