My customer used to be a member of a CPA partnership, but now has his own company. If he sets up a previous year's Proseries software with his new firm info, what happens when he opens a return prepared by the old firm? Will it modify the preparer information on the old return? The goal is to be able to print the previous company's returns unchanged and make new returns for previous years with the new company's info. Is this feasible?
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Yes, it will modify and put the current Firm information that ProSeries is licensed for on the return. (I struggled with this when I took over a client base from my employer when he retired)
Id print them all to PDF before transferring them into the new firms copy of Proseries, so you have an accurate copy as to what firm filed it.
I assume you are the "tech" for this person. Leaving the partnership and starting his own company will now require:
HE should call sales to work this out AND get busy with getting his new ducks in a row.