Tools - Transfer Clients (Proforma to 2020)...

Forum|Forum|5 years ago
November 26, 2020
2 replies
12 views

I get this error on two of the three fiduciary returns I am trying to transfer to 2020 (one properly transferred):

"Failed to transfer. Please verify that client forms can be viewed in 19TAX then retry."

I then verified that the client forms can be viewed in 19TAX. Then I retried. Then I got the same message... The non-Einstein in me repeated the process and it still didn't transfer.

Any help?

Lacerte Tax

This topic has been closed for replies.

George4Tacks

Level 15

If the clients are locked, unlock and try again (but honestly I would just wait a couple of weeks for a new update as this type of problem is typical early on.)

If there is still fail, highlight one of the clients and use Ctrl + L to send it to Lacerte to anaylyze. Then wait for a response. This can help Lacerte to fix bugs in the program.

Answers are easy. Questions are hard!

M

mdsAuthor

Level 2

Thank you. Will take your advice.

T

tcats

Level 2

I have the same issue, but with about 100 fiduciary returns that will not proforma. I have tried running clpack as well and still they will not proforma.

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