Transfer previous yar returns

[richardhuge]

I want to transfer last year's return to this year, in bulk rather than one at a time

[rcooley25]

There is a commad in the intuit program for transfer thet lets you do just that.

[George4Tacks]

https://proconnect.intuit.com/support/en-us/help-article/customer-list/proforma-prior-year-returns-c...

1. From within the tax program, click Settings in the lower-left corner.
2. Choose Batch Actions (Transfer Prior Year Data).
   • This will show the prior year returns.
3. To choose all the clients, check the box next to CLIENT NAME.
4. To choose all clients who don’t have a current-year return yet, check the box next to those client names.
5. Click on Start Transferring from the bottom right corner of the screen.
   • This will start the automated transfer. Once complete, the list will show a status of Complete for each return.
   • If a tax return is listed here, but can't be selected, you need to remove the access restriction to proforma. Refer to this article for more information.