roniswindell
Level 4
‎01-08-2021 04:15 PM

I have a new client who provided information to do the 2018 and 2019 returns, which are completed.  The client has now procured the 2017 information and wants that return done as well.  Is there a way to transfer a file back to a previous year so I don't have to reenter a lot of information?

0 Cheers
itonewbie
Level 15
‎01-08-2021 04:36 PM

I don't think so, unless you're able to somehow hack the data files.  Hope the 2017 return doesn't have carryover items that would affect the 2018 and 2019 returns.

Someone experienced in PS should be able to confirm or give you a better answer.

---------------------------------------------------------------------------------
Still an AllStar
TAXOH
Level 11
‎01-08-2021 04:58 PM

I'll confirm his answer.

Just-Lisa-Now-
Level 15
Level 15
‎01-08-2021 07:23 PM

Nope.  Charge accordingly for the additional work!


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪