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In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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- Can I view a 2020 tax return in ProConnect after converting Lacerte 2020 clients to ProConnect? I have converted the data and only see 2021 viewing option. TY
Can I view a 2020 tax return in ProConnect after converting Lacerte 2020 clients to ProConnect? I have converted the data and only see 2021 viewing option. TY
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REMERSON
Level 1
01-11-2022
12:15 PM
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George4Tacks
Level 15
01-11-2022
06:58 PM
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Upper left where you see 2021 is actually a drop down to see all years available. Try selecting 2020.
Review (Check Return) for the 2020 returns to verify accuracy of conversion, then roll them to 2021 https://proconnect.intuit.com/community/customer-lists/help/how-do-i-proforma-or-roll-over-my-prior-...
Here's wishing you many Happy Returns
REMERSON
Level 1
01-12-2022
05:53 AM
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Thank you for your reply - I thought after converting I could actually view the 2020 Tax Forms. I can see the 2020 figures under the check return option (in the 2021 Tax Return Screen) but not in the actual 2020 Form 1040 format - it appears that option is not available unless I recreate the 2020 return. Converted clients are only showing up in 2021, no clients are listed under 2021.
George4Tacks
Level 15
01-12-2022
09:42 AM
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I was just guessing as to what I THOUGHT the process would be. It appears they do the conversion and proforma all in one. Not what I would have expected or wanted. Sorry.
Here's wishing you many Happy Returns
Here's wishing you many Happy Returns
REMERSON
Level 1
01-12-2022
10:32 AM
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I agree, it's not ideal and not what I expected but I'll live with it...thanks for trying!
