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Client information Carry back for previous years

vktcanada
Level 1

We have situations for clients whose tax returns for previous years were not filed or we did not filed them.

CRA sometime asks to submit the previous years returns or some schedules.

I did not find a solution so that I can carry back the client information to previous year.

If there are any possibility, please let me know.

If not, its nice to have such feature in Profile.

Thanks.

Vipul.

0 Cheers
2 Comments 2
abctax55
Level 15

It's not possible. And given the few times it is needed, it is doubtful Intuit will ever provided the option.

You can add it to the 'suggestion box', or check to see if someone already has (then you can vote it up) but few, VERY few of those suggestions are ever acknowledged by Intuit.  And even fewer are ever implemented.

YMMV

HumanKind... Be Both
Accountant-Man
Level 13

When I get a client who is several years delinquent, I always input the oldest one first; then I can Transfer to the following year easily.

** I'm still a champion... of the world! Even without The Lounge.