My organizer questionnaire didn't roll forward from the prior year. Anyone know how to force the system to use the same one as last year?

[abctax55 · Accepted solution]

There's a place under tools to "transfer prior year" settings.  I'm not at my computer to give you specifics 😞

[abctax55]

@George4Tacks ... details, please 🙂

[George4Tacks]

Settings > Transfer Prior Settings > There is a SELECT ALL and I would use that > Verify the directory it is coming FROM (C:\Lacerte\17tax\OPTION17\) Then click OK

[abctax55]

Thanks...