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Can I file a prior year or amended return for my clients using this software?

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Question
Can I file a prior year or amended return for my clients using this software?

Answer

Yes, you can prepare the forms using this software.  However, the software currently does not allow efile of those prior year or amended tax returns.   

WEB Software:

Filing a Prior Year Return

  1. From the Client Manager Tab, select File Prior Year Return.
  2. Select the year and choose New Return. The forms will need to be printed and mailed following the instructions provided by the software for that years' return.

Filing an Amended Return

Filing an amended return when the original was filed through oltpro software:

  1. Access the Client Manager - Client Manager Tab > Manage My Returns. Search for this taxpayer and choose to MANAGE.
  2. The above steps will bring you to this clients Client Manager. On the right of the Client Manager under LINKS, choose to File Amended Return.
  3. We will take you through the original inputs allowing you to change any item in the tax return.
  4. Print all applicable forms and mail them to the specified address along with any needed supporting documents.

Filing an amended return when the original was NOT filed through oltpro software:

  1. Go to the Client Manager and choose New Return
  2. From the first Primary Taxpayer input page, select Form 1040 X
  3. Input the information in the return as the corrected Form 1040 should display.
  4. We will prompt you with questions about the original return values, refund or amount owed to make the proper Form 1040X calcualtions
  5. Print all applicable forms and mail them to the specified address along with any supporting documents.

Desktop Software:

Filing a Prior Year Return

To file a prior year return through OLTPRO Desktop Software, if you had not purchased and installed that years' software, you must file the prior year return by logging into your OLTPRO account through our website at www.oltpro.com and follow the steps for filing a prior year return with WEB software listed above.

Filing an Amended Return

Filing an amended return when the original was filed through OLTPRO Desktop Software

  1. When the original return was filed through your OLTPRO Desktop Software, go to that client's Client Manager
  2. Choose to EDIT the return, we will list a filing summary with your option to file an amended return
  3. Within the return inputs, change any inputs needed, go to the Form 1040X, very the information and save that form.
  4. Print all applicable forms and mail them to the listed address along with any needed supporting documents.

Filing an amended return when the original was NOT filed through OTLPRO Desktop Software

  1. From the Client Manager Tab, choose New Return
  2. On the first input page under the SSN entries, choose to file Form 1040X
  3. Input within the return all information to calculate the NEW, CORRECT form 1040.
  4. Go to the Form 1040X and input the requested information from the taxpayers original Form 1040 and save on the 1040X screen.
  5. Print all applicable forms, mail them to the listed address along with any needed supporting documentation.

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Article Details
Views: 675 Created on: Jun 15, 2013
Date updated: Oct 09, 2015

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