ProSeries: any way to take a client file and transfer it to a prior year (e.g., 2019 data file back to 2018 software)?

Forum|Forum|5 years ago
February 18, 2021
8 replies
31 views

Maybe an odd request, but I have a client that I need to do prior years returns for, and it would save some data entry if I could pull data back to a prior year version of ProSeries. Thank you

ProSeries Professional

This topic has been closed for replies.

IRonMaN

Level 15

Only if your name is Mr Peabody and you still have your Wayback Machine.

Slava Ukraini!

C

CAtaxguyAuthor

Level 3

That's what I was afraid of..... where is Mr. Peabody when you need him??? ; )

thanks

T

The-Tax-Lady

Level 8

Start with the oldest year and transfer the client file forward. Works great

C

CAtaxguyAuthor

Level 3

Hi Tax-Lady: I already have the returns done for 2019 and 2020, I have to go back to 2018 now. I'm seeking a way not to have to re-enter all the personal info, your suggestion below says I am to go forward. I don't have this client in 2016 or 2017. Any other ideas? Can ProSeries go backwards? That's my question. Thanks

IRonMaN

Level 15

You are stuck doing the 2018 return from scratch.

Slava Ukraini!

J

jmbillmeyer

Level 3

I've encountered the same issue...maybe this could be an idea for an improvement in the program!! I just entered all info again.

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