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SteveW
Level 2
January 16, 2023
Question

Orgainizer

  • January 16, 2023
  • 1 reply
  • 3 views

How Do I transfer prior year data onto organizer?

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1 reply

abctax55
abctax55
Level 15
January 16, 2023

2022 Organizers are generated FROM the 2021 return.  Make sure you have the last update for 2021 installed.

Select the client(s) > then upper menu bar.  Tools > Organizer...   > then follow the bouncing ball for what you want included in the organizer(s)

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