The ProSeries transfer procedures

The following table summarizes how the ProSeries program transfers practice-related information and client data:

 

This information...	Transfers to...	For more information, see...
Practice-related information from last year’s ProSeries program	This year’s ProSeries program	Transferring practice-related information from last year
Client data from last year’s ProSeries tax return client files	This year’s ProSeries tax return client files	Transferring client data
Client data from last year’s ProSeries/1040 client files	This year’s ProSeries/Client Organizer files	“Transferring data from last year’s ProSeries/1040 client files to this year’s Client Organizer files” on page 460
Client data from this year’s ProSeries/Client Organizer files	This year’s ProSeries/1040 client files	“Transferring data from this year’s Client Organizer files to this year’s ProSeries/1040 client files” on page 468
Client data from his year’s TurboTax® 1040 data files	This year’s ProSeries/1040 client files	Transferring client data from the Transfer window

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