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Transfer Clients (Proforma to ) without overwriting current data

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Transfer Clients (Proforma to ) without overwriting current data

dfarmer

There needs to be a way to go back and make a change in a prior year return and then be able to use the proforma feature to update the current year return's prior year data WITHOUT wiping out the current year's data. 

 

I also fully support the post I read about being able to Proforma to a prior year for those clients that bring you their taxes in reverse order because they don't have it together.

Status: New
0 Votes
Vote now if this is a good idea