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Lacerte automatically forwards Client Information to the next year(s) (great!) but I don't think the same is true for the prior year(s). I have a client for whom I prepared 2017 & 2018 return, and now I just found out I need to amend his 2015 & 2016 returns. I think I will have to now manually RECREATE and RE-ENTER all Client Information for 2015 because I think Lacerte doesn't allow copying client data to prior year(s). Is this correct? If so, shouldn't this be an easy upgrade for Lacerte going forward?
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@adhensha... this forum IS "that" forum.
And itonewbie is a user of the software, just like you. Giving him a no vote for his accurate answer is rude.
We (for the most part) are just volunteers. Occasionally an Intuit employee/moderator stood by.
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You are correct. If you did not prepare 2015 and 2016, you will need to recreate them in order to prepare amended returns for those years.
The more I know the more I don’t know.
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The more I know the more I don’t know.
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@adhanesha - you don't seem to understand the function of this forum.
Slamming those just trying to help you is going to garner much goodwill 'round here.
