itonewbie
Level 15

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
0 Cheers