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Level 5
February 23, 2021
Question

V2020.3.0 doesn't carry forward previous year's preparer/partner/reviewer initials NOR save the current ones!

  • February 23, 2021
  • 1 reply
  • 7 views

My 2020 T1 "module option" page has ALL the "Carry forward" file boxes checked alright.

How to resolve this essential features?

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1 reply

Level 8
February 26, 2021

Hi, thank you for using Intuit ProFile Community

I did some testing and the preparer/partner/reviewer are saving for me when entered in the current year,2019 and 2018. Review marks do not carry forward but do save. I get preparer and partner to carry forward.

Suggestions:

1) Make sure there are no update preparer warnings in the auditor

2) Calls us at 1-800-452-9970 or start a chat from the ProFile help menu

I apologize for the inconvenience but hope this helps