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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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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.
