Restore tax files for ProSystem fx Tax

When a binder is completed, you'll need to download the ProSystem fx Tax files from FileRoom and restore them to ProSystem fx Tax.
  1. Download the ProSystem fx Tax files from FileRoom.
  2. Open
    ProSystem fx Tax.
    Production Processing
    window will appear.
  3. Go to 
    File
    , then
    Transfer Clients
    .
  4. The
    Transfer Returns In
    window will open.
    • Tax Year
      : Select the tax year.
    • Tax Product
      : Select the engagement type.
    • Data drive
      : Select the drive letter in which a work directory resembling
      x:\fx\15\ud\999999
      resides in.
    • Account Number
      : Your 6 digit ProSystem fx umber.
  5. Select
    OK
    .
  6. Select the client you want to restore under
    Returns
    and select
    Add
    .
  7. When all the returns that need to be restored have been listed under
    Returns selected for transfer
    , select
    Transfer
    .
  8. To replace the proforma'd version of the tax return, set
    Rtn version
    to
    1
    .
  9. The
    Batch Log
    window will open confirming the transfer. Select
    Close
    .
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