Desktop Version Software:
- From Client Manager > NEW RETURN, type in the primary taxpayer SSN and choose to "Create New Return".
- If this is a prior year client, the software will prompt you to import their details from the prior year software.
*Note: You will have two import options, Simple and Comprehensive.
SIMPLE Import: We will import the taxpayer, spouse, dependent data as well as all reporting forms minus the monetary values. (Depreciation forms will keep their values as will Capital loss, NOL, and other carry forwards.)
COMPREHENSIVE Import: We will pull over an exact carbon copy of the tax return requiring ERO to edit each line and manually make the value changes.
How to verify your clients are ready to be imported:
- To verify your clients are ready to pull from prior year to current year, navigate to the Letters Tab > Client Organizer.
- On the left of this screen, click the link "2014 Organizer Clients".
- Your clients will be listed here with status of "Ready to Convert".
- You can choose to select clients from here and import them to the Client Manager. If you proceed with this step, your clients would be accessible to edit/complete their tax return from Client Manager > Manage My Returns.
*Note: Importing clients from prior year software to current year software requires both years of software to be on the same computer or networked. If you navigate to the Letters Tab > Client Organizer > 2014 Organizer Clients and your client listing is not available, please contact Customer Service for assistance.
WEB Version Software:
- From Client Manager > NEW RETURN, type the primary taxpayer SSN and choose "Create New Return".
- You will be given a summary screen to review the prior year data. At the bottom of this summary you have two options, "Continue to Create New Return" (NOT Importing), or "Import Data".
- Choose to Import Data. We will import the return and display the client manager for this taxpayer. Choose "EDIT" and proceed to complete the tax return.
How to verify your clients are ready to be imported:
- From the Tools Tab > Import 2014 Client Data, search for a specific taxpayer or choose the "Show All" option.
- You do have the option to select a taxpayer and choose to import their data to the Client Manager from here. Note: Only import ONE CLIENT AT A TIME to ensure proper pull forward.
*Note: By default, the WEB software will import all returns as a SIMPLE Import. We will import the taxpayer, spouse, dependent data as well as all reporting forms minus the monetary values. (Depreciation forms will keep their values as will Capital loss, NOL, and other carry forwards.)