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How do I move returns from one Client ID to a different Client ID when using SureFire Web Version (TWO)? - How to move TWO returns when the office Client ID change to a new oneHow to move returns to a different Client ID, when TWO offices are merging as one office

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📊 Step-by-Step Guide

Step 1: Export the returns from the original Client ID (XXX)

Use this when you need to export all returns from the Client ID you are moving them from.

1. Login to the prior year TWO as the Admin user.
2. Go to Tax Returns > View More Actions > Export Returns
3. Select All and click Export.
4. TWO will create a zip file with all the returns files showing as J files to upload/import.
5. There will be a password for the files sent to the admin email address.
6. Click on the link to download the zip file when it is ready.
7. Go to the download location, right click and extract the files.
8. Enter the password from the email to complete the extraction.
9. Highlight all the J files and right click Send to Compressed Zip folder.
10. Rename the folder or leave it as the J file that was used to auto name the file.

Step 2: Upload the files to the new Client ID (XXX)

Use this when you need to upload the exported converted files to the new Client ID.

1. Login to the Solution Center under the new CID https://support.SureFire.com/
2. Click on Downloads > Conversions.
3. Locate the heading "Upload Converted Files to SureFire Web Version"
4. Click on choose files

Tags: web,setup