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E
efkiaras-tylerma
Level 1
August 4, 2020
Question

Can I import one client's return from pro series 2016? I have to do an amended 2016 tax return and am searching for the easiest way to recreate it in pro connect.

  • August 4, 2020
  • 1 reply
  • 14 views
I have multiple clients, and just need to import one client from one specific year.
I am using ProConnect tax online.
This topic has been closed for replies.

1 reply

George4Tacks
George4Tacks
Level 15
August 6, 2020

Backup that client then create a new work directory with that one client. Follow the steps to convert. https://proconnect.intuit.com/community/convert-data-files/help/proseries-backup-instructions-for-data-conversion/00/5877

Answers are easy. Questions are hard!
E
emsartori
Level 2
September 11, 2020

Thank you, I followed these steps, however only 2018 was allowed as an option (to convert 2018 to 2019).  How can we convert older files?  I need to prepare a 2016 1065 and have a Prosystems 2015 data file.  Thank you.

sjrcpa
sjrcpa
Level 15
September 11, 2020

Is PTO still available for 2016? I know they cut off some old years. Don't know how far back.

The more I know the more I don’t know.
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