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Import prior year 571s created in TaxTools WorkShop

Edwin Grace Updated by Edwin Grace

If 571 forms for the previous year were completed in TaxTools WorkShop, the program may not automatically import the data to the current year.

  1. Click Utilities, then Maintenance, then Recover Client Files.
  2. Select the previous year, make sure CA 571 Preparer is checked, and click Recover.

After this process, you should be able to create a new 571-L with the data rolled over from the previous year.

How did we do?

Finding or changing the Network Data Path

Licensed software is stuck in demo mode