Skip to main content
Level 2
December 16, 2019
Solved

2017 Proforma (to 2018)

  • December 16, 2019
  • 3 replies
  • 16 views
No text available
This topic has been closed for replies.
Best answer by abctax55

Tools, sixth up from the bottom.

BUT, unless you are using 2018 for tax projections I would NOT transfer all clients yet.  The first versions are often a bit, um, well....not quite ready for prime time.

3 replies

abctax55
abctax55Answer
Level 15
December 16, 2019

Tools, sixth up from the bottom.

BUT, unless you are using 2018 for tax projections I would NOT transfer all clients yet.  The first versions are often a bit, um, well....not quite ready for prime time.

HumanKind... Be Both
Level 3
December 16, 2019
Does it hurt anything to transfer now (if you're not going to work on them, just get them transferred)?  Only 160 of 277 individual returns transferred for us and I don't know how to fix that.
George4Tacks
Level 15
December 16, 2019

This is done for 2018 in the 2017 program. Highlight the clients you want, then click the 17 -> 18 icon (see image). 

I agree, it is much to early to transfer any except those you want to run a "test" on. 

Answers are easy. Questions are hard!
abctax55
Level 15
December 16, 2019

"..Does it hurt anything to transfer now (if you're not going to work on them, just get them transferred)?  Only 160 of 277 individual returns transferred for us and I don't know how to fix that."

No, it doesn't "hurt", but beware that you will need to do it again if there's a major update to fix issues.

Supposedly, those that didn't transfer produce a 'message'.  I haven't (nor will I) transfer all my clients; I will only transfer those that I want to use to do 2018 year-end projections.  And those, I renumber.  I will then transfer them again with the "normal" client number to use for actual tax prep.

OK -off my soap box :smile:

Known issues with transferring:

Locked returns (be sure you have a good backup, unlock, transfer, lock), 

Returns with "i"s in Screen 26 (either the Org's name, or the description of items donated).

HumanKind... Be Both
abctax55
Level 15
December 16, 2019
@bjscheel
I haven't heard of anyone with that MANY not transferring.
HumanKind... Be Both