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DawnMDS
Level 1
February 12, 2026
Question

Prior year client information does not pull through from 2024 to 2025? This is my second year using ProSeries.

  • February 12, 2026
  • 2 replies
  • 9 views

For some reason my information will not pull through like my prior tax program. What am I missing? This will be the first year pulling client profiles through.

2 replies

dascpa
dascpa
Level 11
February 12, 2026

"my information"

Do you mean your preparer information or client information?

And what exact information are you talking about? 

 

    ljr
    ljr
    Level 9
    February 12, 2026

    When you transfer clients it brings over prior year information - did you have a problem with the transfer?

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