Error When Trying to Roll Data from 2017 to 2018 Software



If you are receiving the Above Error when trying to roll data over from the 2017 software to 2018, this may be  due to the 2017 database file is located in another user account's folder and you do not have permission to access the data.

To Resolve this Error

  1. Log into the User's Account that was associated with the 2017 software and run the roll over feature through the proper account

  2. Follow the Instructions on the link below to perform the roll over feature:

  3. Once the Roll Over is complete, log out of the User Account used for the 2017 software, and log into the user account for the 2018 software.

  4. Launch the tax software, and go to Payers & Recipients - Manage Payers & Recipients to verify that the information has been transferred over.
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