This is my first year using ProSeries Basic. Can I enter a client's summary info from 2017, just so the Summary shows a comparison?

[Allan at Intuit · Accepted solution]

ProSeries Basic has the Two-Year Comparison Worksheet.  You can access the worksheet from Forms Menu.

1. From the Forms menu select Find Form
2. Enter "Two" and click OK

You should be able to enter information in the 2017 column

If you need to enter Carryover information you can enter that on the Carryover Worksheet.

1. From the Forms menu select Find Form
2. Enter "CO" and click OK

If you need to enter Passive Loss carryovers they are entered at the bottom of the specific activity.

[Just-Lisa-Now-]

I don't use Basic, but ProSeries has a 2 year comparison, I've entered the 2017 info directly into the 2017 column of the 2 year comparison.

Will Basic let you enter directly to the form?

[hcliston]

Thank you for answering, but no. I don't think so.  I can't find any place to enter prior year info.  If anyone knows how to do it, please chime in.  Thank you!