Skip to main content
Level 2
January 6, 2022
Question

Prior year data

  • January 6, 2022
  • 2 replies
  • 0 views

Is there an easy way to see prior year data without going to prior year's tax return. For example, if a client had 4 accounts with interest, i see 4 accounts transfered into 2021 version, is there an easy way to see what each of the 4 accounts had as interest income last year without going to 2020 program? i know some programs have feature where you can press f

This topic has been closed for replies.

2 replies

Level 10
January 6, 2022

Look at last year's paper copy of the return or the documents you copied?

But that is probably even less efficient than having the prior year program open.

cpalazarAuthor
Level 2
January 6, 2022

thanks for the input, i wish the software had that feature since it does store prior year's data for YoY comp

Just-Lisa-Now-
Intuit Community Champion
January 6, 2022
The organizer would show prior year amounts, but it seems easier to have a copy of the prior year return onhand.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪