How to proforma your tax return files
How to proforma your tax return files
SUMMARY
This article demonstrates how to Proforma forward your prior year tax return files.
MORE INFORMATION
26 STEPS
1. Once you login to the software, the Software Setup Wizard will appear. Click Office
2. Click E-Filing
3. Enter yore EFIN in the Default EFIN
4. Click Overrides
5. Enter your Company Name
6. Type in your Company Address
7. Type in the City
8. Type in the State
9. Type in rthe Zip Code
10. Type in Company Phone Number
11. Enter the ERO's Name
12. Enter the Firm Address
13. Enter the City
14. Enter the State
15. Enter the Zip Code
16. Click Defaults
17. Click check box Auto-save return when closed. This will automatically save the return whenever you close the return or software.
18. Click General
19. If you had the same software the previous year, enter the Prior Year Path or click Browse to select if from your PC.
20. Click OK
21. Click Auth/Audits
22. Here you can use each button to configure Diagnostic validation checks if you like to know how check out our Software Setup Wizard for Audit Control video. Click OK to continue.
23. Click TextMsg/Email
24. Enter your Gmail Email Address
25. Enter the Password to the Gmail Email Address above.
26. Click OK
Here's an interactive tutorial
https://www.iorad.com/player/1691107/Software-Setup-Wizard-for-Office-Setup
Method 1: Recommended Method
- On the Setup menu, click Office Setup.
- Click the General tab.
- Click Browse to the right of Prior Year Path. Browse to the folder where you installed the prior year Simple Tax 1040 program and then click OK. For example, to Proforma prior year tax returns into current year software, click the XlinkXX folder. (XX represents the year)
When you begin a new tax return with the same Social Security number of a tax return you prepared last year, Simple Tax 1040 will ask you if you want to bring forward the Proforma information.
Method 2: Not Recommended
Important We do not recommend selecting this method because all Proforma tax returns appear on the Lookup screen.
To Proforma your tax return files, follow these steps:
- On the Utility menu, click System Utilities.
- Click Prior Year Transfer.
- Click Run Utility.
- In the Year-to-Year Transfer dialog, click the folder where you installed the prior year Simple Tax 1040 program and then click OK. For example, click Xlink19 to Proforma Simple Tax 1040 2019 tax return files.