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Level 10
September 29, 2023
Discussion ongoing

Transfer return to a prior year

Related products:Lacerte
  • September 29, 2023
  • 1 reply
  • 1 view

It would be helpful to have a transfer tax return to a prior year.

I input a new client into 2022 only to discover that the prior CPA had made an error.  An amended return is now required for 2021.  

I know some clean up and adjustments would be needed but that would be preferable to inputting everything again.

OR I could have input the 2021 tax return.  Aarrgghh. I know.

1 reply

October 10, 2023

Thanks for the idea to transfer return to a prior year . We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange

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