Question
How to transfer prior year's tax file to current year pay per return when current year has already been authorized ?
I authorized a client's 2025 pay per return in order to file an extension prior to completing their 2024 tax return. Now that their 2024 tax return is completed, how can I transfer their updated 2024 tax file to 2025 without having to create a new 2025 file and incurring a duplicate authorization charge?
