Can I pull a return from prior year and still use the Taxes To Go Mobile App?
Yes. In both Desktop and ProWeb you have the ability to associate an existing return with information the taxpayer has sent via Taxes To Go.
ProWeb - Select the Tools dropdown menu next to the return, then select Sync Return with Mobile App.
Desktop - Within the tax return (Form 1040 or 1040-NR), ensure the taxpayer's e-mail address has been entered under the Name & Address menu (the same e-mail address they used in the app), then select:
- Personal Information
- Other Categories
- Associate With Pro App Return? - enter the Tax Code shown in the app.