Submitted by DK50 on 11-14-2020 10:00 PM
The most often heard client question of my 30 years is quote, what did we have last year? It would be most helpful to have the transfer program transfer prior year data field entries to current year and display as shadow fields next to current year fields. Currently, I use my second screen to open the prior year to answer this question, which is time-consuming and hazardous. Since we don't have a post-efile lock, which I think should be a legal issue, I have been know to make changes to the wrong year (come on, confess, so have you). With automatic recovery turned on, this leads to losing the original "as filed" copy of the return, which again, should probably be a legal issue.
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