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C
Code_Reader
Level 4
January 15, 2024
Question

Prior year info not importing with client

  • January 15, 2024
  • 1 reply
  • 13 views

When importing a client from 2022 carryovers, supporting statements, etc are not importing with the file.

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1 reply

IRonMaN
IRonMaN
Level 15
January 15, 2024

I think you want to transfer the prior year file rather than import.  But sometimes bad things happen if you transfer clients too early.  I would run a software update and then try to transfer the client again.

Slava Ukraini!
    C
    Code_ReaderAuthor
    Level 4
    January 15, 2024

    Sorry, used the wrong word. I meant transferred. We've tried updating and re-transferring but no success so far.

    IRonMaN
    IRonMaN
    Level 15
    January 15, 2024

    Is it one client or all clients with that problem?

    Slava Ukraini!
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