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R
roniswindell
Level 4
January 8, 2021
Question

Is it possible to transfer a client file from 2019 to 2017?

  • January 8, 2021
  • 3 replies
  • 30 views

I have a new client who provided information to do the 2018 and 2019 returns, which are completed.  The client has now procured the 2017 information and wants that return done as well.  Is there a way to transfer a file back to a previous year so I don't have to reenter a lot of information?

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3 replies

itonewbie
itonewbie
Level 15
January 8, 2021

I don't think so, unless you're able to somehow hack the data files.  Hope the 2017 return doesn't have carryover items that would affect the 2018 and 2019 returns.

Someone experienced in PS should be able to confirm or give you a better answer.

---------------------------------------------------------------------------------Still an AllStar
    TAXOH
    TAXOH
    Level 10
    January 8, 2021

    I'll confirm his answer.

      Just-Lisa-Now-
      Just-Lisa-Now-Intuit Community Champion
      Intuit Community Champion
      January 9, 2021

      Nope.  Charge accordingly for the additional work!

      ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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