cpalazar
Level 1

Is there an easy way to see prior year data without going to prior year's tax return. For example, if a client had 4 accounts with interest, i see 4 accounts transfered into 2021 version, is there an easy way to see what each of the 4 accounts had as interest income last year without going to 2020 program? i know some programs have feature where you can press f

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jeffmcpa2010
Level 11

Look at last year's paper copy of the return or the documents you copied?

But that is probably even less efficient than having the prior year program open.

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cpalazar
Level 1

thanks for the input, i wish the software had that feature since it does store prior year's data for YoY comp

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Just-Lisa-Now-
Level 15
Level 15
The organizer would show prior year amounts, but it seems easier to have a copy of the prior year return onhand.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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