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Can I import one client's return from pro series 2016? I have to do an amended 2016 tax return and am searching for the easiest way to recreate it in pro connect.

I have multiple clients, and just need to import one client from one specific year.
I am using ProConnect tax online.
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3 Comments 3
George4Tacks
Level 15

Backup that client then create a new work directory with that one client. Follow the steps to convert. https://proconnect.intuit.com/community/convert-data-files/help/proseries-backup-instructions-for-da...


Here's wishing you many Happy Returns
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emsartori
Level 1

Thank you, I followed these steps, however only 2018 was allowed as an option (to convert 2018 to 2019).  How can we convert older files?  I need to prepare a 2016 1065 and have a Prosystems 2015 data file.  Thank you.

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sjrcpa
Level 15

Is PTO still available for 2016? I know they cut off some old years. Don't know how far back.


Ex-AllStar
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