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How to update tax return from 2019 to 2020?

dorisvigliotti

Level 1

Forum|Forum|5 years ago

March 14, 2021

Question

How to update tax return from 2019 to 2020?

Forum|Forum|5 years ago
March 14, 2021
1 reply
5 views

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ProConnect Tax

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1 reply

MCWinters

Level 3

Forum|Forum|5 years ago

March 14, 2021

If you are asking for how to roll a 2019 Tax Return forward to the 2020 package, then under the File menu, choose Transfer and choose Transfer Clients. That will give you a list of all of the clients from 2019 that you have available. Highlight the ones needed and click Transfer.

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