Carryforward

Carryforward takes data from a prior year and inserts it into the new tax return. This includes identifying information, slip and form usage information, amounts and limits to be used in the following year. More  

Seamlessly carry forward old files from DT Max^®, Cantax^®, Taxprep^® and ProFile^® software. More  

Use the Client Manager to bring forward groups of prior year tax returns at once. More  

Carry back to easily create a prior year return for a client. More  

Refresh a carryforward or prior year to prepare multiple years at once. More  

Bring forward additional data and mark the return as a planning return, so you can try out next year’s scenarios. More