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Prior Year amounts in Leadsheets
Two Year Comparison
The
Two Year Comparison
sheet compares the 1040 amounts between the current year versus the prior year. Two Year Comparison also lets you analyze the difference in income for each line of Form 1040.
CCH Axcess Tax and ProSystem fx Tax
CCH Axcess Tax and ProSystem fx Tax binders will show the following columns for review:
Column | Description |
|---|---|
[Current Year] | Shows the current year's amounts and details. |
[Prior Year] | Shows the prior year's amounts and details. |
Difference | Shows the difference based on amount value. |
Difference % | Shows the difference based on percent. |
Missing | Shows the number of prior year accounts that are missing in the current year. |
Received | Shows the number of prior year accounts that are also received in the current year. |
N/A | Shows the number of prior year accounts missing in the current year. However, the client has verified that the accounts are not applicable this year. |
New Accounts | Shows the number of new accounts received this year for the first time. |
Comments | Lets you add a comment if necessary. Adding a comment helps preserve the entity for the reviewer irrespective of deleting it from the binder Input Forms or the tax software when you import TR. |
note
Starting from the 2023 tax year, SurePrep no longer supports integration with ProSystem fx Tax
. In FileRoom and TaxCaddy, you won’t be able to create ProSystem fx Tax clients, binders, or DRLs from 2023 tax year onwards. SurePrep will continue supporting the 2022 tax year and prior years. UltraTax CS, Lacerte, and GoSystem Tax RS
UltraTax, Lacerte, and GoSystem binders will show the following columns for review:
Column | Description |
|---|---|
[Current Year] | Shows the current year's amounts and details. note
Current (tax) year values don’t automatically populate for UltraTax CS and Lacerte. You have to manually enter the amounts in 1040 pages. |
[Prior Year] | Shows the prior year's amounts and details. |
Increase/Decrease | Shows the difference based on amount value. |
You can also select the
Reference Link
icon to view either an individual leadsheet for that specific line or the source documents.
Individual Leadsheets
The prior year amount will be displayed against the current year's fields for all the individual sheets like wages, interest, dividends.
Column | Description |
|---|---|
[Prior Year] Amounts | Shows the amount earned or expended in the prior year for that account (CCH Axcess Tax and GoSystem Tax RS only). |
X if missing in the current year | Shows 'X' if the current year amounts are missed but the amount was present in the prior year |
Comments | If the client verifies that the account isn't applicable for the current year, then you can select the option Taxpayer confirmed this account is N/A . Once you select the comment from the dropdown menu the X select from the X if missing in current year column will be removed. |
Example: Interest 1 account has been received, Interest 2 is missing, and Interest 3 is N/A. This is reflected on the
Two Year Comparison
sheet.
You can dismiss the missing item by selecting a comment from the
comments
cell. Selecting a comment helps preserve the prior year's amount and track the reason behind a missing form entity.
Additional notes
- By default, prior year amounts are not enabled for theCash Flow Reconciliation Two Year Comparisonleadsheet. To populate prior year data in theCash Flow Reconciliation Two Year Comparisonleadsheet, contact SurePrep Support to enable prior year import of tax return.
This article applies to:
- PRODUCT: SurePrep
- Sub-Product: SPbinder