Transferring to DMS creates a second client in DMS? Why is it doing this? What is the recommended way to do this...seems to be hanging up if you are IN the client when you tranfer so we are sending from the homebase but then it is not hanging up but it is still creating a second client then you have to cut and paste to the original client and delete the new client it created??
Name and punctuation have to be exactly as in the tax return. ProSeries creates a name such as: "Smith, John X. & Jane Z." in DMS. if you've already set up the file in DMS with "Smith John & Jane", Proseries will create a second client. We set up a DMS folder by sending the ProSeries Info Worksheet to DMS when starting on a new client. After that, subsequent transfers go to the correct folder.
Thanks for the response Beth...but we do the same thing when setting the client up in DMS. Not sure that is the answer...thanks though....
Proseries updates the client with matching tax id so make sure to enter tax id ( with '-' ) in the dms and proseries. If name is wrong it will automatically update the name to the one in tax software.
Thanks but we transfer clients into DMS from Proseries...so they already have the tax id in proseiries...just can not seem to pin point why it creates a second client ....sometimes.....weird....
i have been using dms for a few years. the only time i have seen this is when the "Client No" in dms and the "file name" in proseries do not match exactly. I believe this will fix your issue. The client name and tax id probably have nothing to do with your problem.
