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NYS DRIVERS LICENSE TRANSFER FROM PRIOR YEAR
Each tax season, ProSeries users waste significant time manually re-entering driver’s license and state ID information for returning clients. This information already exists in the prior year’s file and should automatically transfer when client data is rolled forward.
A simple enhancement would be for ProSeries to import the driver’s license/ID fields from the prior year and flag them for review if the expiration date has passed. That way, preparers can quickly verify or update the information instead of retyping it every year.
This improvement would streamline workflow, reduce errors, and save preparers hours during busy season.
Thank you for considering this much-needed efficiency update.
