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]

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

[IRonMaN]

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

[The-Tax-Lady]

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

[ejvtaxpro]

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

[ejvtaxpro]

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

thanks

[IRonMaN]

You are stuck doing the 2018 return from scratch.

[jmbillmeyer]

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

[Skylane]

SOL

[ejvtaxpro]

Thank you!