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ProSeries Frequently Asked Questions

How do I transfer client files from ProSeries?

Products Affected:

• ProSeries
• ProSeries Express Edition
• ProSeries Basic Edition

You can transfer client files from last year's ProSeries tax products to this year's ProSeries tax products that supports that type of return.

Example: You cannot transfer 2005 ProSeries/1065 or ProSeries Express/1065 to 2006 ProSeries Basic Edition, however you can transfer ProSeries/1040 or ProSeries Express/1040 to ProSeries Basic Edition.

You should be in HomeBase to transfer your clients.

1. From the File menu, click Transfer then choose Transfer Clients.
2. From the Select the type of files to transfer list, select the type of transfer that you want.
3. If the path in the Transfer data files from field is not correct, click Browse to select the correct path, or type the path in the field.
4. If the path in the Transfer data files to field is not correct, click Browse to select the correct path, or type the path in the field.
5. Select the client files you want to transfer.
   • To select all the listed files, click the Select All button.
   • To select several client files that are in consecutive order, click the first client file you want, then hold down the SHIFT key while you click on the last client file you want.
   • To select several client files that are not in consecutive order, hold down the CTRL key while you click each client file you want.
6. Click the Transfer button.
7. When the transfer procedure concludes, review the Transfer Log that appears.
8. Review the information that was transferred to the new client files.

Notes

• You can transfer last year's client files after you install the current year's tax program for that return type. For example, install the new ProSeries/1065 or ProSeries Express/1065 software before you transfer your partnership clients.
• ProSeries/Client Organizer will only accept a transfer from a prior year ProSeries/1040 tax return. (ProSeries/Client Organizer is not compatible with ProSeries Express Edition or ProSeries Basic Edition.)

Additional Information

• How do I transfer TurboTax or TurboTax for Mac returns to ProSeries 1040?

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