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Can you export a client to an older version of ProSeries? From 2021 to 2020 & 2020-2019?

bboharski3
Level 2

I have a new client that filed 2021 with me. She now needs 2020 & 2019 amended. Is there a way to export back to the previous year? I know how to do the transfers and exports for the new upcoming year just don't know if the reverse is possible. I tried it but there are limited choices in my dropdown.

Thanks in advance for your help.

3 Comments 3
abctax55
Level 15

Nope... not possible.  Unfortunately as there are times it would be handy.

I suggest re-creating 2019, to amend.  Then you can roll it to 2020, fine tune to match what was filed, and then amend.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
bboharski3
Level 2

That's what I was afraid of. 😖 Thanks

abctax55
Level 15

YVW....

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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