Level 1

Question

Transfer previous yar returns

Forum|Forum|3 years ago
January 15, 2023
2 replies
9 views

I want to transfer last year's return to this year, in bulk rather than one at a time

ProConnect Tax

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Level 7

There is a commad in the intuit program for transfer thet lets you do just that.

Level 15

https://proconnect.intuit.com/support/en-us/help-article/customer-list/proforma-prior-year-returns-current-year-returns/L7bR58aXw_US_en_US?uid=lcywp423

From within the tax program, click Settings in the lower-left corner.
Choose Batch Actions (Transfer Prior Year Data).
- This will show the prior year returns.
To choose all the clients, check the box next to CLIENT NAME.
To choose all clients who don’t have a current-year return yet, check the box next to those client names.
Click on Start Transferring from the bottom right corner of the screen.
- This will start the automated transfer. Once complete, the list will show a status of Complete for each return.
- If a tax return is listed here, but can't be selected, you need to remove the access restriction to proforma. Refer to this article for more information.

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