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transfer old files to current software

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transfer old files to current software

tlee

We deal with a few clients that skip years and we would like to carryover information from data over a year old to the current year. Sometimes these people would have completed returns elsewhere but then come back after 2-3 years and we just need to be able to carryover basic information instead of carry over through those multiple year or start a new client file.

Thanks for the idea to be able to carryover client data from previous years. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  ProSeries Idea Exchange


If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
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1 Comment
Intuit_Ruben
Moderator
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Status changed to: Open for voting

Thanks for the idea to be able to carryover client data from previous years. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  ProSeries Idea Exchange


If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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