QuickBooks Online Accountant Pro Tax carry forward

Carry-forward is a service that lets old client information from past years be used for a new tax return. This saves time and effort for tax preparers. The carry-forward process brings in your personal details, like names and addresses, along with important tax info such as UCC, unused RRSP deductions, and more.

Users can carry forward the previous year’s return or a return prepared using a competitor’s product.

1. Select your module in Pro Tax.
2. Find the return you want to carry forward.
3. Navigate to the View return dropdown in the Action column and select Carry forward.

Frequently Asked Questions

Is batch carry forward supported?

Yes, in Pro Tax you have the ability to select and carry forward multiple returns. ProFile and TaxCycle allow for the upload of multiple returns at once for carry forward.

When will other supplier carry forward be supported?

You can now carry forward data from more third-party tax software in Canada including Cantax, TurboTax Desktop, DT Max, and TaxPrep. Learn how.

What tax years are supported for carry forward?

Review supported tax years in this FAQ. Carry forward is only supported for these tax years.

Is a carry forward summary available in Pro Tax?

Not at this time.