2023 ProSeries Basic - How do I recover my EF client information

Forum|Forum|1 year ago
November 14, 2024
3 replies
25 views

I have 71 clients in my 2023 ProSeries Basic database. These show up under the 1040 Tab. However, today when I select my EF Clients tab no clients are displayed. I must have changed something but I have no clue what. How can I get back the EF client view of my client data?

Thanks.

Danny

ProSeries Basic

This topic has been closed for replies.

Best answer by gammoncs

Ok. After trying all of the links and suggestions offered, I decided to contact Intuit Support. I got a call within 5 minutes, got her linked into my screen and showed her my issue. Then she went through all of the knowledge base on her end. We were not able to determine why or how this happened. The solution ended up renaming the HomeBase folder in BaseWin23. Then after updating the software, we opened up the application which build a new HomeBase folder. This resolved the missing EF Client records problem. Cudos to Amanda in Intuit Support.

IRonMaN

Level 15

Which EF tab are you looking at? All, pending, or accepted?

Slava Ukraini!

G

gammoncsAuthor

Level 4

The tab between 1040 and Pay-by-Refund in the picture below. When I click on the 1040 tab or the eSignature tab, I get all of my clients.

IRonMaN

Level 15

Sorry, I missed that you were using Basic and the view is a different than the Pro Version. If you try to check for acknowledgements, does anything pop into the view after the acknowledgement process is done?

Slava Ukraini!

IRonMaN

Level 15

If you open up a client file and click on a few forms, including the state (if any), does anything pop up in the EF view?

Slava Ukraini!

G

gammoncsAuthor

Level 4

No, Still nothing shows in my EF Clients list.

IRonMaN

Level 15

You can see if anything in the below link helps. If not, you might want to try calling support and you might be lucky enough to get a knowledgeable support person.

https://accountants.intuit.com/support/en-us/help-article/electronic-filing/return-showing-ef-center/L3eC2jipz_US_en_US?uid=m3hjolik

Slava Ukraini!

G

gammoncsAuthorAnswer

Level 4

Ok. After trying all of the links and suggestions offered, I decided to contact Intuit Support. I got a call within 5 minutes, got her linked into my screen and showed her my issue. Then she went through all of the knowledge base on her end. We were not able to determine why or how this happened. The solution ended up renaming the HomeBase folder in BaseWin23. Then after updating the software, we opened up the application which build a new HomeBase folder. This resolved the missing EF Client records problem. Cudos to Amanda in Intuit Support.

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