sjsweeney726
Level 1
01-26-2021
06:35 AM
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puravidapto
Level 7
01-26-2021
07:43 AM
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When you create 2020 return, check the box "Transfer return data from year 2019" and select the tax return name (you could have multiple returns).
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itonewbie
Level 15
01-26-2021
10:21 AM
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To transfer your clients in batch to 2020, you can follow these steps:
- Click on Settings in the bottom of the left panel;
- In the popup, under TOOLS, click on Batch Actions (Transfer Prior Year Data);
- Check the boxes for the returns you'd like to transfer; and
- Press the Start transferring button in the bottom-right corner.
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Still an AllStar
Still an AllStar