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Level 5
August 2, 2022
Question

New clients previous year tax as a pdf into my program

  • August 2, 2022
  • 3 replies
  • 22 views

Is there a way to import a pdf of a new clients prior year tax return into the program, that way I could transfer it to this year. I always here its possible but I have never done it. This would be instead of recreating it myself.

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3 replies

sjrcpa
Level 15
August 2, 2022

No.

The more I know the more I don’t know.
IRonMaN
Level 15
August 2, 2022

"I always here its possible"

I'm just a little curious, where did you hear that?

Slava Ukraini!
dkh
Level 15
August 2, 2022

What program was used to complete the prior year return ?  If it was ProSeries and there is a possibility of getting a backup of that file from last year - then you could restore and transfer to 2022.