update efile status on new computer 2016-2022
I followed the intuit directions, but efile status will not update on new computer. Spent 2 hours on phone with support, just walked me through what was already done.
- Install ProSeries on your new computer, starting with the oldest tax year first. [1]
- On the old computer:
- Open ProSeries and go to your Homebase.
- Highlight all client files (change Homebase view to All Files if needed).
- Go to File > Client File Maintenance > Copy/Backup and save the files to a flash drive.
- Using Windows File Explorer, copy the HOMEBASE and COMMON folders from your ProSeries directory to the flash drive to preserve settings and letter templates. [1, 2, 3, 4]
- On the new computer:
- Open ProSeries and go to File > Client File Maintenance > Restore, pointing to the flash drive to restore your client files.
- Copy the HOMEBASE and COMMON folders from your flash drive into the respective ProSeries installation folder on your new computer's C: drive (replacing existing files if prompted).
- Run Homebase Database Maintenance inside ProSeries to sync the database.
- Open the EF Center, highlight your client files, and choose Update Selected Acknowledgements to pull over e-file records. [1, 2, 3, 4]
Any ideas to get 2016-2022 efile status to update?
