How to proforma tax return files
SUMMARY
This article demonstrates how to Proforma forward your prior year tax return files.
MORE INFORMATION
Method 1: Proforma information will be pulled as you open each tax return
Using this method, Proforma tax return information will appear when you begin a new tax return with the same Social Security number of a tax return you prepared last year. The program will ask you if you want to bring forward the Proforma information when you create the new tax return with the previous-year SSN.
If the program does not prompt you to pull forward the prior year information, see KB article 126024.
Method 2: All proforma returns will appear on the current-year Lookup screen.
This method may be useful if you have used competitor software more than one year ago and you want to proforma them forward into the current year of the program. Using this method, all Proforma tax returns will on appear on the program’s Lookup screen.
Note: Using this method is not usually recommended because it will overwrite any existing tax returns already present in the program. However, if you would rather use this method because you want the Proforma tax returns to appear on the Lookup screen, it is recommended that you back up existing tax returns before attempting this procedure.
To Proforma your tax return files follow these steps:
- On the Utility menu, click System Utilities.
- Click Prior Year Transfer and then click Run Utility.
- In the Year-to-Year Transfer dialog, click the folder where you installed the prior year program and then click OK. For example, click Xlink08 to Proforma the program 2008 tax return files.
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