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- I have a new client who has provided me with copies of their prior tax returns. What is the best way to get that information into ProConnect for organizer use in 2023?
I have a new client who has provided me with copies of their prior tax returns. What is the best way to get that information into ProConnect for organizer use in 2023?
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wlmay2
Level 1
11-16-2023
03:21 PM
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My client has asked for an organizer for 2023. I have used organizers in the past while working with ProSystems, but haven't needed one since I started using ProConnect. I have PDF copies of 2020, 2021 & 2022 for the client. I didn't want to recreate the wheel by redoing the 2022 return (and I didn't want to have to use a 2022 return credit either)
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George4Tacks
Level 15
11-16-2023
05:07 PM
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You can input a full return and not use a credit if you don't PRINT or E-FILE.
At some point you will need to recreate at least part of that wheel.
I would recreate the 2022, but not necessarily with all the detail , e.g. just a single (or just a couple) item for all the stock sales. Use Check Return to see that it matches what was filed and then use that to create the organizer. This also gives you a chance to get a feel for the program outside of the pressure of tax season.
I would not trust the organizer to work properly until January. There are always bugs that need to be worked out.
Here's wishing you many Happy Returns
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George4Tacks
Level 15
11-16-2023
05:07 PM
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You can input a full return and not use a credit if you don't PRINT or E-FILE.
At some point you will need to recreate at least part of that wheel.
I would recreate the 2022, but not necessarily with all the detail , e.g. just a single (or just a couple) item for all the stock sales. Use Check Return to see that it matches what was filed and then use that to create the organizer. This also gives you a chance to get a feel for the program outside of the pressure of tax season.
I would not trust the organizer to work properly until January. There are always bugs that need to be worked out.
Here's wishing you many Happy Returns
