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October 22, 2025
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Make prior year's return available in doc list

Related products:ProConnect
  • October 22, 2025
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We can import the 23 (or prior year) return to start a client, but once it is used for that it disappears.  Since it only picks up the basic info for import, it would be useful to have the pdf available in the docs list to retrieve info like AGI and Tax for penalty calculation, or to compare return to prior year figures.