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Carry forward single and batch returns using Classic Database

There are two ways to carry forward previous year's returns using the Classic Database:

  • single carry forward (one return), including coupled returns
  • batch carry forward (multiple returns)

Single carry forward

1. Select the "Carry forward..." option under the "Database" drop-down menu in the top toolbar.

The "Carry Forward" window displays.

2. Select the "Index" button.

The "File Index" window displays.

3. Select the file type to carry forward.

The returns associated with the selected file type display.

4. Select the "Browse" button.

The "Browse for Folder" window displays.

5.  Navigate to the folder containing the previous year's files.

Note: it may be necessary to change the file type to see the previous year's files:

PF1485-1

6. Select the file to be carried forward.

7. Select OK.

8. Repeat the previous step for each directory on your hard drive or network) that contains files to be carried forward.

ProFile adds each of the files to the database. By default, all of the files in the database index appear in the file list.

To change which files appear in the list, modify the filters (for example, "Client", "TP1", "SEND", "Other" or "Query"):

PF1485-2

8. Select a client name and click the "Carry Forward" button.

Coupled return

If the file is coupled with a spouse's return (and the spouse appears in the index list), ProFile carries both of them forward and stores them in a single data file.

Batch carry forward

1. Select the "Batch carry forward..." option from the "Database" drop-down menu in the top toolbar.

The "Batch Carry Forward" window displays.

2. Select the "Index" button.

The "File Index" window displays.

3. Select the file type to carry forward.

The returns associated with the selected file type display.

4. Select the "Browse" button.

The "Browse for Folder" window displays.

5.  Navigate to the folder containing the previous year's files.

Note: it may be necessary to change the file type to see the previous year's files:

PF1485-1

6. Select each of the files to be carried forward, or click the "Select All" button to select all files in the directory.

7. Select OK.

8. Select the "Carry Forward" button.

ProFile automatically sets the status for all the files included in the batch to "Carried forward" .

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