cpalazar
Level 1
01-05-2022
06:14 PM
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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
01-05-2022
06:24 PM
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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.
cpalazar
Level 1
01-05-2022
06:26 PM
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thanks for the input, i wish the software had that feature since it does store prior year's data for YoY comp
Just-Lisa-Now-
Level 15
01-06-2022
06:42 AM
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The organizer would show prior year amounts, but it seems easier to have a copy of the prior year return onhand.
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