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My organizer questionnaire didn't roll forward from the prior year. Anyone know how to force the system to use the same one as last year?

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Level 15

There's a place under tools to "transfer prior year" settings.  I'm not at my computer to give you specifics 😞

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Level 15

There's a place under tools to "transfer prior year" settings.  I'm not at my computer to give you specifics 😞

Former Chump..umm... AllStar.
"the game of life is hard to play"

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
@George4Tacks ... details, please 🙂
Former Chump..umm... AllStar.
"the game of life is hard to play"

If a post answers your question, click on *Accept as solution* for future searches
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Level 15
Settings > Transfer Prior Settings > There is a SELECT ALL and I would use that > Verify the directory it is coming FROM (C:\Lacerte\17tax\OPTION17\) Then click OK

ex-AllStar
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Level 15
Thanks...
Former Chump..umm... AllStar.
"the game of life is hard to play"

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