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J
jialiucpa
Level 1
February 14, 2022
Question

How do I roll over the 2020 return to 2021 so I can save time entering basic client information?

  • February 14, 2022
  • 1 reply
  • 11 views
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1 reply

R
rcooley25
Level 7
February 14, 2022

Hit the tranfer command. It will bring up the returns you did last year then hit transfer for the customer you want transfered.

    IRonMaN
    IRonMaN
    Level 15
    February 14, 2022

    That works for ProSeries, but it looks like we are dealing with the online program.

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