ProSeries Frequently Asked Questions

How do I transfer client files from last year's ProSeries/1040 to this year's ProSeries/Client Organizer?

Products Affected:

ProSeries/Client Organizer

Note: If you do not plan to use the Client Organizer, do not transfer your last year's ProSeries/1040 client files into the Client Organizer. Instead, transfer your last year's ProSeries/1040 client files into this year's ProSeries/1040.

To transfer your client files from last year's ProSeries/1040 to this year's ProSeries/Client Organizer:

Go to HomeBase.
From the File menu, choose Transfer, then choose Transfer Clients.
From the Select the type of files to transfer list, select 2005 Form 1040 to 2006 Organizer.
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.
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.
Select the client files you want to transfer.
- To select all the listed client files, click the Select All button.
- To select several client files that are in consecutive order, click the first client file that you want, then hold down the SHIFT key while you click on the last client file that you want.
- To select several client files that are not in consecutive order, hold down the CTRL key while you click each client file that you want.
Click the Transfer button, then click OK.
When the transfer procedure concludes, review the Transfer Log that appears.
Review the information that was transferred to the new client file.

Note: ProSeries/Client Organizer is only compatible with ProSeries/1040, it is not compatible with ProSeries Express/1040 or ProSeries Basic/1040.

Last updated: 11/09/2006