You can now view the immediate prior year data in the tax return you're in.
This will help you check and find disparity in your client's tax return data, compare amounts and easily view a summary of the current year and previous year in one place.
Key things to know
You can compare the current year data and immediate prior year tax return data if it's available in Practice Compliance.
The comparison doesn't work if the immediate prior year return is in AE/AO.
This feature is available on 2025 and 2026 Individual tax returns. That means when you're in a 2026 return, you can compare with 2025 return data, and when in a 2025 return you can be compare with 2024 return data.
Printing is coming soon as we continue improving this feature.
To open the prior year window, select Prior year comparison button.
Feature | Description |
|---|---|
Refresh | If you're working on the return and want to see the latest data |
All | Shows all the fields in the tax return |
Filtered | Shows if either of the 2 years has a value (including 0 values) |
Variance | Shows if either of the 2 years has a value in the variance field (including 0 values) |
View comparison data while working on the return
Use the arrow (->) on the top right (Dock to side-by-side view) to move the window the right side of the tax return.
When you move the window to the side, you can keep working on the tax return. If you make changes in the return, click the Refresh button to see the updated data.
Click the arrow to close the navigation bar so you can get a clear view of the return and the comparison window.
