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- Can you export a client to an older version of ProSeries? From 2021 to 2020 & 2020-2019?
Can you export a client to an older version of ProSeries? From 2021 to 2020 & 2020-2019?
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bboharski3
Level 2
10-26-2022
05:43 PM
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I have a new client that filed 2021 with me. She now needs 2020 & 2019 amended. Is there a way to export back to the previous year? I know how to do the transfers and exports for the new upcoming year just don't know if the reverse is possible. I tried it but there are limited choices in my dropdown.
Thanks in advance for your help.
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3 Comments 3
abctax55
Level 15
10-26-2022
05:51 PM
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Nope... not possible. Unfortunately as there are times it would be handy.
I suggest re-creating 2019, to amend. Then you can roll it to 2020, fine tune to match what was filed, and then amend.
"*******Tax software is no substitute for a professional tax preparer*******
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bboharski3
Level 2
10-26-2022
06:14 PM
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That's what I was afraid of. 😖 Thanks
abctax55
Level 15
10-27-2022
10:21 AM
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YVW....
"*******Tax software is no substitute for a professional tax preparer*******
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