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My organizer questionnaire didn't roll forward from the prior year. Anyone know how to force the system to use the same one as last year?

levybreaks
Level 1
 
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abctax55
Level 15

There's a place under tools to "transfer prior year" settings.  I'm not at my computer to give you specifics 😞

"Tax software is no substitute for a professional tax preparer"

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4 Comments 4
abctax55
Level 15

There's a place under tools to "transfer prior year" settings.  I'm not at my computer to give you specifics 😞

"Tax software is no substitute for a professional tax preparer"
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abctax55
Level 15
@George4Tacks ... details, please 🙂
"Tax software is no substitute for a professional tax preparer"
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George4Tacks
Level 15
Settings > Transfer Prior Settings > There is a SELECT ALL and I would use that > Verify the directory it is coming FROM (C:\Lacerte\17tax\OPTION17\) Then click OK

Here's wishing you many Happy Returns
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abctax55
Level 15
Thanks...
"Tax software is no substitute for a professional tax preparer"
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