Transferring data from ProSeries 2003 client files
The transfer procedure is a simple way to start your clients' ProSeries Basic Edition 2004 client files using the relevant data in their ProSeries 2003 client files.
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If you used TurboTax or non-Intuit tax software for the 2003 tax year, the data in your 2003 data files can be moved into ProSeries 2003 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 2003 client files, click Yes to go to the Transfer window, then do the five steps listed on the left side of the Transfer window. Note the following:
- The choices for Step 1, "Select the type of files to transfer" are 2003 Form 1040 to 2004 Form 1040 and 2004 TurboTax 1040 to 2004 ProSeries 1040 because you can transfer data from 2003 ProSeries client files or 2004 TurboTax data files.
- The most likely entry for Step 2, "Transfer data files from" is C:\ProWin03\03Data because that's the default location for ProSeries 2003 client files.
When you click Transfer, the ProSeries Basic Edition program creates a new 2004 client file for each client whose data is being transferred, then transfers the applicable data into the new ProSeries Basic Edition 2004 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 "Filing returns electronically".
Electronic filing. If a 2003 return was marked for electronic filing, that selection is transferred to the 2004 return. PINs are not transferred, although an election to use PINs is. If a client's 2004 federal return will be electronically filed using a PIN instead of Form 8453, open the client's 2004 federal return, then go to the IRS e-file Authentication Statement.
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For more information about transferring data from ProSeries 2003 client files, use the Search Help feature on the Help toolbar to find the information that you want. (For information about the Search Help feature, see "Getting information and help".)
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