Import a prior year client (Proforma)

8 STEPS

1. The first step is to open TAX HOUND and then click Clients. Click New Return.

2. Enter the Taxpayer SSN and Press Tab

3. Reenter the Taxpayer SSN

4. Click Save and Continue

5. The default prior year carry-forward option is Single Import.

Simple Import will not pull forward any amounts or calculations from the prior year. Comprehensive will pull that information. Customer allows you to choose what to import.

Click Continue

6. Click Edit to continue the return.

7. If prompted, select your Input Mode and click Save and Continue

8. That’s it. You’re done.