Enabling Carry-forward of Banking Information on T1DD

Hello Live Community,

Allow me first to Thank You all for providing assistance during this extremely busy time of year.

My question is simple and relating to Profile in particular.  Every year that I come to do returns, it bothers me that I have to pull up the T1DD info from last years tax return. Is there any way to enable the banking information to be carried forward along with the other information for a clients profile?

Thanks!
Crynos

Answer

1 person found this helpful

Crynos,

Here is what you need to do to carry forward the T1DD information from last year:

1.  Start up ProFile.
2.  Click "Options" and select "Module to display "Module Options" dialog.
3.  On this dialog, under the "General" tab locate "Carry forward files" section.
4.  In the "Carry forward files" section, locate the line with "Carry forward T1DD information" description.
5.  Insert a check mark in the box for "Carry forward T1DD information".

Hope the above helps.

Thank you.
Hardev
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