Prior Year Comparison

Our software has a comparison tool for different tax years.

This tool helps preparers to compare past data for their customers.

To use this tool, the prior year’s return needs to be in e-file format because the data must pull into the current return.

To pull the prior year return:

•   Go to the Client Search tab.
•   Select the client’s name and previous tax return.
•   Navigate to the Calculation Summary Page.
•   Pick the Prior Year Comparison, which is found at the top right.