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TaxesToGo: Can I create a return pulling info from prior year and still use the TaxesToGo Mobile App?

Software reference · Written guide Content date 1 min read

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Yes. In both Tax Processors Plus and Tax Processors Plus Online you have the ability to associate an existing return with information the taxpayer has sent via TaxesToGo.

Online software

To access this feature in the Tax Processors Plus Online program, select:

  • Client Search
  • Tools dropdown menu next to the return
  • Sync Return with Mobile App
    Illustration supporting the written instructions.

Tax Processors Plus Desktop

To access this feature in the Tax Processors Plus Desktop program, from the tax return (Form 1040/1040-NR) select:

  • Personal Information
  • Other Categories
  • Associate With Pro App Return? - Enter the Tax Code shown in the app.

Additional Information:

Tax Processors Plus TaxesToGo Manuals and FAQs