Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Sign In
  • Created with Sketch. It is being reported that major internet and cell service providers Verizon, ATt&T, T-Mobile, as well as some smaller local providers are experiencing a massive outage across the United States. This will impact the ProSeries program in regards to customer receiving MFA codes, as well as messages indicating ProSeries is not connected to the Internet.
    cancel
    Showing results for 
    Search instead for 
    Did you mean: 

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

    ejvtaxpro
    Level 3

    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

     

    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    8 Comments 8
    IRonMaN
    Level 15

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


    Slava Ukraini!
    The-Tax-Lady
    Level 9

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

    ejvtaxpro
    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

     

    0 Cheers
    ejvtaxpro
    Level 3

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

     

    thanks

    IRonMaN
    Level 15

    You are stuck doing the 2018 return from scratch.


    Slava Ukraini!
    0 Cheers
    jmbillmeyer
    Level 2

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

    0 Cheers
    Skylane
    Level 11
    Level 11
    SOL
    If at first you don’t succeed…..find a workaround
    0 Cheers
    ejvtaxpro
    Level 3

    Thank you!