Will information from last year’s app pull forward into this year's app?

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• 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 ...

• I pulled a Taxes To Go app return into the program, but I need to start over. Can I pull it again?

  Yes! In both Desktop and ProWeb, if you delete (Desktop) or deactivate (ProWeb) the tax return the app return will revert to the Taxes To Go queue for you to pull again. Did the taxpayer use your branded Taxes To Go app? If so, you will see the ...

• Does the information from the documents sent in Taxes to Go automatically upload into the data fields in the program?

  Taxpayer documents submitted via Taxes To Go are images, and the information in an image does not automatically pull into the tax return. You will need to view and/or print the documents to see the information and manually enter it in the tax return. ...

• The taxpayer is using my branded Taxes To Go app, but I can’t see them in my queue

  If you are trying to pull in a Taxes To Go return from your Branded App Queue but aren't able to find it in the list, there are a few troubleshooting steps we recommend: Verify the taxpayer has submitted their information to you. You can do this by ...

• When I’m trying to import an app return it keeps saying there is no data.

  If you are trying to import a Taxes To Go return from Import App User (ProWeb) or Pull From Pro App (Desktop) and it is saying there is no data matching, it is possible you have the incorrect email address and/or tax code for that app return. You ...