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bboharski3
Level 2
October 26, 2022
Question

Can you export a client to an older version of ProSeries? From 2021 to 2020 & 2020-2019?

  • October 26, 2022
  • 1 reply
  • 16 views

I have a new client that filed 2021 with me. She now needs 2020 & 2019 amended. Is there a way to export back to the previous year? I know how to do the transfers and exports for the new upcoming year just don't know if the reverse is possible. I tried it but there are limited choices in my dropdown.

Thanks in advance for your help.

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    1 reply

    abctax55
    abctax55
    Level 15
    October 26, 2022

    Nope... not possible.  Unfortunately as there are times it would be handy.

    I suggest re-creating 2019, to amend.  Then you can roll it to 2020, fine tune to match what was filed, and then amend.

    HumanKind... Be Both
      B
      bboharski3Author
      Level 2
      October 26, 2022

      That's what I was afraid of. 😖 Thanks

        abctax55
        abctax55
        Level 15
        October 27, 2022

        YVW....

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