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- Re: New clients previous year tax as a pdf into my program
New clients previous year tax as a pdf into my program
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dianejhart
Level 4
08-02-2022
08:42 AM
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Is there a way to import a pdf of a new clients prior year tax return into the program, that way I could transfer it to this year. I always here its possible but I have never done it. This would be instead of recreating it myself.
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dkh
Level 15
08-02-2022
09:48 AM
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What program was used to complete the prior year return ? If it was ProSeries and there is a possibility of getting a backup of that file from last year - then you could restore and transfer to 2022.
