transferring a prior tax return to a new computer

Forum|Forum|20 hours ago
September 17, 2026
5 replies
26 views

I want to work on an 2023 tax return but it’s on another computer at my home. How can I transfer it to my work computer in ProSeries format?

Of course I have it already in pdf but I don’t know if I can drop and drag a pdf into a ProSeries client file. Anybody know this one? Please?

Jim-from-Ohio

Intuit Community Champion

You cannot drag a pdf return into the program to re-populate it but you can restore the actual backup file. File > Client File Maintenance > Restore > Naviagate to flash drive on new computer to where the backup is located.

Just-Lisa-Now-

Intuit Community Champion

I agree with Jim, the easiest way is using Client File Maintenance and the Backup/Restore option.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Skylane

Intuit Community Champion

Take the data file XXXX1111.23i from the old computer and drop or copy it into the client file directory on your new computer.. Then update homebase/homebase maintenance and you should be good to go

If at first you don’t succeed…..find a workaround

Accountant-Man

Level 13

You don’t need to use Backup/Restore. Copy/Paste works just fine.

** I am "Elevating with Intention!"

Skylane

Intuit Community Champion

Tomatoes Tomaatoes

If at first you don’t succeed…..find a workaround

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