I found this discussion here: https://proconnect.intuit.com/community/tax-return/help/can-prior-year-returns-be-e-filed-through-pr...
Based on this, it appears that PTO can be used for prior year return prep. What I need to know is can be it be used for unfiled returns going back to 2014? If so, is price per return same as current year pricing?
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Thanks. Perhaps my question wasn’t clear. How many years back can I use PTO to file for my clients with unfiled returns? Paper is fine — just need to confirm I can use the software to file back to 2014 prior to purchasing. Thanks again.
And a piece of advise. Do the oldest first & get it all 'finalized' then roll to the next year.
No matter how simple the return seems... there *will* be issues if you don't. Voice of experience talkin' here.😆
And more free (experienced..) advice. Get a retainer, a large one.... get it replenished if necessary as you work thru the old years, first.
@sjrcpa I started a practice return and it lets me choose years going back to at least 2014 (which is what I need), so I think I'm good. I'm a tax attorney and have a lot of clients (tax controversy) with unfiled tax years. I think this is a good solution to use for them. Thanks.
@itonewbie is on a well deserved hiatus. PTO (now only PT) was ITO and they did simply remove some of the older years. There was uproar when announced. The lesson - always keep a pdf copy of the final return locally, so if they pull the plug you have some sort of backup.
Here's wishing you many Happy Returns