We deal with a few clients that skip years and we would like to carryover information from data over a year old to the current year. Sometimes these people would have completed returns elsewhere but then come back after 2-3 years and we just need to be able to carryover basic information instead of carry over through those multiple year or start a new client file.
Thanks for the idea to be able to carryover client data from previous years. We are changing the status to "Open for voting".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProSeries Idea Exchange
Thanks for the idea to be able to carryover client data from previous years. We are changing the status to "Open for voting".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProSeries Idea Exchange
