itonewbie
Level 15
02-06-2021
11:47 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You can do that one by one with the Create Tax Return button on the Tax Returns dashboard or you can do this in batch by:
1. Click on the gear icon for Firm Settings in the bottom left corner;
2. Click on Batch Actions (Transfer Prior Year Data);
3. Check the boxes for the returns to rollover; and
4. Click on the Start transferring button.
---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar