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- Prior year client information does not pull through from 2024 to 2025? This is my second year using ProSeries.
Prior year client information does not pull through from 2024 to 2025? This is my second year using ProSeries.
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DawnMDS
Level 1
02-11-2026
08:12 PM
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For some reason my information will not pull through like my prior tax program. What am I missing? This will be the first year pulling client profiles through.
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ljr
Level 10
02-12-2026
06:57 AM
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When you transfer clients it brings over prior year information - did you have a problem with the transfer?
