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How to proforma prior-year returns into current-year returns in ProConnect Tax

SOLVEDby IntuitProConnect Tax105Updated October 20, 2021

This article will help you:

  • Transfer a single return into next years tax return.
  • Batch transfer multiple returns into the next years returns.
  • Understand and resolve any proforma errors.

Method 1

  1. Go to the Tax Returns view.
  2. Locate the client you're creating the return for.
  3. Under the Actions column on the far right, use the dropdown menu to Create a New Tax Return for the existing client.
    • A new screen will appear with the prior-year return checked automatically for transfer of the prior-year information
  4. If you don't want the prior year information to transfer into the new return, uncheck the box Transfer return data from tax year 20YY.
    • YY represents the two-digit tax year.
  5. Click Save and Continue.
    • The new return for the current year will open up.

If there are multiple returns shown, you must select the return to transfer the information from.  The program defaults to the first return on the list.

Method 2

  1. Go to the Tax Returns view.
  2. Click the blue Create tax return button, located in the top right.
  3. Select an existing client, or create a new client.
  4. Click Save.
  5. If you don't want the prior year information to transfer into the new return, uncheck the box Transfer return data from tax year 20YY.
    • YY represents the two-digit tax year.
  6. Click Save and Continue.
  7. The new return for the current year will open up.

If there are multiple returns shown, you must select the return to transfer the information from.  The program defaults to the first return on the list.

Method 3

  1. Go to the Clients view.
  2. Under the Actions column on the far right, use the dropdown menu to Create a New Tax Return for the existing client.
    • A new screen will appear with the prior-year return checked automatically for transfer of the prior-year information
  3. If you don't want the prior year information to transfer into the new return, uncheck the box Transfer return data from tax year 20YY.
    • YY represents the two-digit tax year.
  4. Click Save and Continue
  5. The new return for the current year will open up.

If there are multiple returns shown, you must select the return to transfer the information from.  The program defaults to the first return on the list.

Method 4

  1. Go to the Clients view.
  2. Click the client you are creating the return for.
  3. Click the blue Create tax return button, located in the top right.
    • A new screen will appear with the prior-year return checked automatically for transfer of the prior-year information
  4. If you don't want the prior year information to transfer into the new return, uncheck the box Transfer return data from tax year 20YY.
    • YY represents the two-digit tax year.
  5. Click Save and Continue
  6. The new return for the current year will open up.

If there are multiple returns shown, you must select the return to transfer the information from.  The program defaults to the first return on the list.

  1. From within the tax program, click Settings in the lower-left corner.
  2. Choose Batch Actions (Transfer Prior Year Data).
    • This will show the prior year returns.
  3. To choose all the clients, check the box next to CLIENT NAME.
  4. To choose all clients who don’t have a current-year return yet, check the box next to those client names.
  5. Click on Start Transferring from the bottom right corner of the screen.
    • This will start the automated transfer. Once complete, the list will show a status of Complete for each return.
    • If a tax return is listed here, but can't be selected, you need to remove the access restriction to proforma. Refer to this article for more information.
  • Any returns set to Restrict Access can't be rolled over until the restriction is lifted. Refer to this article for instructions.
  • For individual returns, make sure that a Date of Death is entered on the General Client Information screen. Returns with a Date of Death won't proforma.
  • For business returns, go to the General > Misc. Info. screen. Make sure the return isn't marked Final and the box labeled Converted client (proforma use only) isn't checked.

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