If you receive an error message along the lines of "You currently don't have permissions to [action]. Contact your firm's Admin for authorization," either when trying to create new returns or when e-file roles have changed for tax year 2023, see here for how your firm Admin can resolve it.
Table of contents:
This article will help you:
| ‣ Transfer one return into next years tax return. |
| ‣ Batch transfer multiple returns into the next years returns. |
| ‣ Understand and resolve any proforma errors. |
Transfer one return into next years tax return.
Method 1: From the Tax Returns View
- Go to the Tax Returns view.
- Locate the client you're creating the return for.
- Under the Actions column on the far right, use the dropdown menu to Create a New Tax Return for the existing client.
- A new screen will appear with the prior-year return checked automatically for transfer of the prior-year information
- If you don't want the prior year information to transfer into the new return, uncheck the box Transfer return data from tax year 20YY.
- YY represents the two-digit tax year.
- Click Save and Continue.
- The new return for the current year will open up.
If there are multiple returns shown, you must select the return to transfer the information from. The program defaults to the first return on the list.
Method 2: From the Clients View
- Go to the Clients view.
- Under the Actions column on the far right, use the dropdown menu to Create a New Tax Return for the existing client.
- A new screen will appear with the prior-year return checked automatically for transfer of the prior-year information
- If you don't want the prior year information to transfer into the new return, uncheck the box Transfer return data from tax year 20YY.
- YY represents the two-digit tax year.
- Click Save and Continue
- The new return for the current year will open up.
If there are multiple returns shown, you must select the return to transfer the information from. The program defaults to the first return on the list.
Batch transfer multiple returns into the next years returns.
- From within the tax program, click Settings in the lower-left corner.
- Choose Batch Actions (Transfer Prior Year Data).
- This will show the prior year returns.
- To choose all the clients, check the box next to CLIENT NAME.
- To choose all clients who don’t have a current-year return yet, check the box next to those client names.
- Click on Start Transferring from the bottom right corner of the screen.
- This will start the automated transfer. Once complete, the list will show a status of Complete for each return.
- If a tax return is listed here, but can't be selected, you need to remove the access restriction to proforma. Refer to this article for more information.
Understand and resolve any proforma errors.
- Any returns set to Restrict Access can't be rolled over until the restriction is lifted. Refer to this article for instructions.
- For individual returns, make sure that a Date of Death is entered on the General > Client Information screen. Returns with a Date of Death won't proforma.
- For business returns, go to the General > Misc. Info. screen. Make sure the return isn't marked Final and the box labeled Converted client (proforma use only) isn't checked.
