Lesson 4: Roll Over Return for an Existing Client
In this tutorial, we will guide you through the process of adding a Personal Property Tax Return for an existing client in GA-TaxPro. If you are working with a new client, please refer to "Lesson 3: Adding a Personal Property Tax Return for a New Client" article.
Step 1: Select the client
Go to File > Property Tax Return > Tax Year 2024 (select the current tax year).
Step 2: Roll over the return
When GA-TaxPro detects an existing client with a return from the previous year, you will see a prompt asking if you want to roll over the return to the current year.
In the below example, it will check if there is a past return for Tax Year 2023 and prompt you to roll it over to Tax Year 2024.
You can choose to roll all existing clients as a batch or scroll through each active client individually and choose which one you want to rollover to the current tax year.
Step 3: Confirm successful rollover
Upon successful rollover, you will see a success prompt.
You will then be presented with a list of existing clients that have been rolled over and are available for you.
Step 4: Select the client and proceed
Select the client you want to work on from the list of rolled-over clients.
Proceed to work through the return. Please refer to Step 5 to Step 10 from "Lesson 3: Adding a Personal Property Tax Return for a New Client" for details on each of the tabs.