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Enter new client's prior year tax returns?

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Level 1

Starting new clients - doing a 1065 then a 1040.   Is there a way to enter this client's 2018 returns prepared by someone else in ProSeries without paying for the returns?    I just want the history in ProSeries and the ability to transfer any pertinent data into 2019.

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Level 15
Level 15

If you manually enter you dont have to pay unless you print or Efile it, so you should be able to complete 2018 then transfer 2018 into 2019 without incurring any fees.

Or do you have the 2018 computer tax file you want to import into 2018?

 


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Level 1

Unfortunately I only have a PDF file of the 2018 returns.

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Level 8

I just enter pertinent info on 1) Carryover Wks and 2) Tax History Wks

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