Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Is it possible to transfer clients from the current tax year to the prior tax year?

jf10171
Level 1

I am trying to migrate a new client backwards, is that possible or do I have to start from scratch in the prior year?

0 Cheers
1 Comment 1
George4Tacks
Level 15

No backsies. You get to do it again. 

I do different line shading in each year to help me remember where I am.  

Settings > Options > Fonts & Colors > Client List > Alternate Line Shading - select a color!

Capture.JPG

 


Answers are easy. Questions are hard!