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ProSeries: any way to take a client file and transfer it to a prior year (e.g., 2019 data file back to 2018 software)?

ejvtaxpro
Level 3

Maybe an odd request, but I have a client that I need to do prior years returns for, and it would save some data entry if I could pull data back to a prior year version of ProSeries. Thank you

 

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8 Replies 8
IRonMaN
Level 15

Only if your name is Mr Peabody and you still have your Wayback Machine.


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ejvtaxpro
Level 3

That's what I was afraid of..... where is Mr. Peabody when you need him??? ; ) 

 

thanks

The-Tax-Lady
Level 8

Start with the oldest year and transfer the client file forward. Works great

ejvtaxpro
Level 3

Hi Tax-Lady: I already have the returns done for 2019 and 2020, I have to go back to 2018 now. I'm seeking a way not to have to re-enter all the personal info, your suggestion below says I am to go forward. I don't have this client in 2016 or 2017. Any other ideas? Can ProSeries go backwards? That's my question. Thanks

 

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IRonMaN
Level 15

You are stuck doing the 2018 return from scratch.


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ejvtaxpro
Level 3

Thank you!

Skylane
Level 9
Level 9
SOL
If at first you don’t succeed…..find a workaround
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jmbillmeyer
Level 2

I've encountered the same issue...maybe this could be an idea for an improvement in the program!! I just entered all info again.

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