Non renewal options

Forum|Forum|3 years ago
December 14, 2022
2 replies
22 views

I have been a pro series customer for 30 years. If I don’t renew for 2022 will I still have viewing access to prior year tax returns? I’m retiring and might have client’s request data from prior years. Thanks

ProConnect Tax

This topic has been closed for replies.

IRonMaN

Level 15

You can view, but I'm not sure about the printing side of things. To be safe, if you haven't already done it, I would make pdf copies of those returns.

Slava Ukraini!

sjrcpa

Level 15

Or you can pay the Fast Path Fee to get continued access.

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

rbynaker

Level 13

You will not be able to print.

If you don't already have PDF copies of all returns, I would generate them now before your FastPath expires. When I did this I turned on most of the optional forms/worksheets in the Preparer set and enabled printing of SmartWorksheets then I did a batch printing from HomeBase. Depends on how many returns you have, you may want to do them in batches but I just did Select-All (Ctrl-A) and batch print. Took a few hours so don't plan on doing anything else with that computer.

You can also just generate a Filing Copy PDF for everyone if you think you're going to provide clients with copies of their returns. I make it clear in my engagement letter that the client needs to keep their own copies but you do you. 🙂

Rick

Sign up

Login with SSO

Let's get you signed in

Login with SSO