adhanesha
Level 1
12-07-2019
07:52 AM
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Lacerte automatically forwards Client Information to the next year(s) (great!) but I don't think the same is true for the prior year(s). I have a client for whom I prepared 2017 & 2018 return, and now I just found out I need to amend his 2015 & 2016 returns. I think I will have to now manually RECREATE and RE-ENTER all Client Information for 2015 because I think Lacerte doesn't allow copying client data to prior year(s). Is this correct? If so, shouldn't this be an easy upgrade for Lacerte going forward?
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