aforrest Posted January 31, 2013 Report Share Posted January 31, 2013 Ok - tried to search for this, couldn't find anything but please forgive me if I missed it. I used to handle tax prep services for clients of my old law firm using ATX. I have since left that firm, started my own, and now some clients have decided to follow me. Obviously, I'm still using ATX but its entirely independent of my old firm. All the database/electronic files of these client are in the possession of my old firm (on their servers/backups/etc.). I can get hardcopies of their returns BUT is there a way that my old firm can email me the clients old ATX file so I can roll it over on my ATX system? Thanks! AF Quote Link to comment Share on other sites More sharing options...
ILLMAS Posted January 31, 2013 Report Share Posted January 31, 2013 Yes first you need to request a copy of prior years of ATX program, them have the old firm export the selected clients, put them on a cd or USB drive, them import them to appropriate year. For example if you only need 2011 records, then install ATX2011 import them, then roll over to 2102. MAS 2 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted January 31, 2013 Report Share Posted January 31, 2013 MAS is completely correct. I have had success with this method. 1 Quote Link to comment Share on other sites More sharing options...
aforrest Posted January 31, 2013 Author Report Share Posted January 31, 2013 Cool. Thanks guys. AF Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.