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Can I create a 2018 pro forma return for a client who did not file in pro series in 2017

amydenton1
Level 1
 
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Marc-TaxMan
Level 8

For a new client I ALWAYS start in prior year program, do input to try to match.  [Last week, a new client 2017 CAL return revealed a $1,400 mistake, so I look good doing Amended for $1,400 refund.]  Then I roll it forward into the new year program.

Otherwise, from HomeBase, top left is File>New and you then can help find the early system bugs

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Marc-TaxMan
Level 8

For a new client I ALWAYS start in prior year program, do input to try to match.  [Last week, a new client 2017 CAL return revealed a $1,400 mistake, so I look good doing Amended for $1,400 refund.]  Then I roll it forward into the new year program.

Otherwise, from HomeBase, top left is File>New and you then can help find the early system bugs

View solution in original post

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