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Copying client information to PRIOR years

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Level 1

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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Level 15

@adhensha... this forum IS  "that" forum. 

And itonewbie is a user of the software, just like you. Giving him a no vote for his accurate answer is rude.

We (for the most part) are just volunteers. Occasionally an Intuit employee/moderator stood by.

If a post answers your question, click on "Accept as solution" for future searches

View solution in original post

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Level 15

@adhensha... this forum IS  "that" forum. 

And itonewbie is a user of the software, just like you. Giving him a no vote for his accurate answer is rude.

We (for the most part) are just volunteers. Occasionally an Intuit employee/moderator stood by.

If a post answers your question, click on "Accept as solution" for future searches

View solution in original post

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Level 14

You are correct. If you did not prepare 2015 and 2016, you will need to recreate them in order to prepare amended returns for those years.


ex-AllStar
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Level 1
That's what I thought. Isn't this something Lacerte should fix to help users save time? Is there forum where one can recommend simple fixes like this?
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Level 14
There is, but our suggestions go into a black hole. Maybe someone will post the link. I don't bother using it anymore.

ex-AllStar
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Level 15
And giving Susan a "No" vote is equally rude.
@adhanesha - you don't seem to understand the function of this forum.
Slamming those just trying to help you is going to garner much goodwill 'round here.
If a post answers your question, click on "Accept as solution" for future searches
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