Carry Back to a Prior Year

Updated: 2023-05-02

If you need to prepare multiple years of returns, in TaxCycle, you do not have to start with the earliest return and move forward. You can start with the current return and move back if you wish.

  1. Prepare the current-year return.
  2. Right-click on a form and select Prior year. Or, click Prior Year in the Data menu.
    Screen Capture: Data Menu | Prior Year
  3. In the dialog box that appears, click Create to create a new prior year return.
  4. If you already have a prior-year return, click Browse to locate it and link it to the current-year file.
    Screen Capture: Cannot Find Prior Year Return
  5. Once a link exists between the current and prior year, you can click Prior year in the right-click menu, or on the Data menu to open the prior-year return and jump to the same field or form.

Refresh a Prior-Year Return

To update the prior-year return with any changes in the current-year file:

  1. Make your changes in the current year return.
  2. Click Refresh and then Refresh Prior Year in the Data menu.
  3. Or, click Prior Year and then Refresh Prior year.
    Screen Capture: Refresh Prior Year