Can you transfer 2017 clients after you complete 2018 returns?

Forum|Forum|6 years ago
December 7, 2019
2 replies
14 views

I completed a 2018 return. A co-worker just gave me the old file (2017) and I would like to add the tax history. Can you add the history and old file to the current file without manually entering it? Or getting duplicate files?

ProSeries Professional

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Best answer by abctax55

You can add it manually....if you transfer that 2017 file, it'll overwrite what you've done in 2018.

At least in Lacerte, and I'm pretty sure PS works the same way.

abctax55Answer

Level 15

You can add it manually....if you transfer that 2017 file, it'll overwrite what you've done in 2018.

At least in Lacerte, and I'm pretty sure PS works the same way.

HumanKind... Be Both

Just-Lisa-Now-

Intuit Community Champion

Works the same way over here too!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Just-Lisa-Now-

Intuit Community Champion

If you did transfer the 2017 into 2018 you would overwrite the 2018 file you already created.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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