Workpapers for Tax year 2020

DorothySela · ‎February 09, 2020

I have a client whose year end is January 31, 2020 and workpapers only has a drop down choice of up to Tax Year 2019. How can I get started on this very simple tax return? It is a new company who started in December 2019.

JamesM · ‎February 10, 2020

Hi there,

Getting started on a tax return can be a lengthy process but I'd be happy to steer you in the right direction.

Based on what you've described, the reason why you aren't seeing the 2020 option is that you're still within the 2019 tax period. For further information on this, I recommend contacting our support team by clicking Support > Start Chat at the bottom right of the ProTax screen. One of our support agents will be happy to take a closer look at your account and give you the support you need.

Let me know if you have other questions. I'm here to help.

DorothySela · ‎February 11, 2020

Hey James,

Thanks for the offer of help. Unfortunately whenever I have time to work on this, the chat option is closed.

Here’s a screenshot of what I am seeing. I need the dropdown to show tax year 2020 (Feb 1, 2019 - Jan 31, 2020). I simply don’t have the option available.

JamesM · ‎February 12, 2020

I see what you're saying, Dorothy. It's important you get the help you need with this. You're more than welcome to contact our other support channels using this link here. One of our agents will be happy to look into your account and figure out what's going on.

lilmaclennan · ‎November 15, 2020

Did you find a solution to this? I'm working on a mid year 2020 YE and it defaults to Jan-Dec. The previous year is correct so the set up is correct.

Rebecca R · ‎November 16, 2020

Hi again lilmaclennan,

I noticed that you posted this same question in a separate thread. I've responded to you over there. Click here to check out my response.

All the best!

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Workpapers for Tax year 2020