Transferring data from ProSeries 2005 client files
The transfer procedure is a simple way to start your clients’ ProSeries Basic Edition 2006 client files using the relevant data stored in their ProSeries Basic Edition 2005 client files or ProSeries 2005 client files.
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If you used TurboTax or non‑Intuit tax software for the 2005 tax year, the data in your 2005 data files can be moved into ProSeries 2005 client files.
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When you complete the Options Setup Wizard or select OK in the Prior Year Settings Transferred dialog box the first time that you start the ProSeries Basic Edition program, you are asked if you want to transfer last year’s client files.
If you have ProSeries Basic Edition 2005 client files or ProSeries 2005 client files, click Yes to go to the Transfer window, then complete the five steps listed on the left side of the Transfer window.
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The choices for Step 1, “Select the type of files to transfer” are 2005 Form 1040 to 2006 Form 1040 and 2006 TurboTax 1040 to 2006 ProSeries 1040 because you can transfer data from 2005 ProSeries client files or 2006 TurboTax data files.
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The most likely entry for Step 2, “Transfer data files from” is C:\BasWin05\05Data (the default location for ProSeries Basic Edition 2005 client files) or C:\ProWin05\05Data (the default location for ProSeries 2005 client files).
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When you click Transfer, the ProSeries Basic Edition program creates a new 2006 client file for each client whose data is being transferred, then transfers the applicable data into the new ProSeries Basic Edition 2006 client file.
The Batch Transfer Status dialog box keeps you informed during the Transfer process, and the Transfer Log dialog box opens when the ProSeries Basic Edition program finishes transferring client data. Review the information, then click Close to go to HomeBase. HomeBase is discussed in Using HomeBase.
Electronic filing. If a 2005 return was marked for electronic filing, that selection is transferred to the 2006 return. PINs are not transferred, although an election to use PINs is. If a client’s 2006 federal return will be electronically filed using a PIN instead of Form 8453, open the client’s 2006 federal return, scroll down the Federal Information Worksheet to Part VI-Electronic Filing of Tax Return Information, then enter all applicable information.
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If your firm will be filing returns electronically from more than one computer, and each computer is using the same EFIN, change the starting number in the DCN counter in the ProSeries Basic Edition program on all but one computer before opening any returns. For more information, see If more than one computer will be using the same EFIN.
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For more information about transferring data from ProSeries Basic Edition 2005 client files or ProSeries 2005 client files, use the Search Help feature on the Help toolbar or in the Help Center to find the information that you want. (For instructions, see Getting information and help.)
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