How to Enter in The Prior Year Path

The Prior Year Path

The following steps provided show how to enter in the prior year path of the software:

Method 1

  1. To start, click Setup > Local Setup.
  2. Enter the path for the prior year of the software.
    Example: 2022software is installed at C:\xlink22 will most likely need to enter as C:\xlink21 in the "Prior Year Path" field.

Method 2

  1. Go to Setup > Office Setup > General Tab
  2. Navigate to the prior year program directory by clicking Browse.

  3. Verify Proforma is working. Go to the "Lookup" screen, click Add, and enter a SSN that exists in the prior year database. When set up correctly, the software should ask to Transfer Proforma Data from Last Year. 

See Also
KB 111 How to Proforma Tax Return Files