Can I Dynalink to an open return?
Yes, you can Dynalink to an open return. Below are some things to consider:
- The open tax return file will already have a Client ID. If you do not want this Client ID to be overwritten, do not check the box to "Import identification information" when importing to CCH ProSystem fx Tax (Found in Dynalink > Options).
- Repeater records such as Other Deductions on Tax input form A4 will have detail descriptions preprinted from last year. The Dynalink will append repeater field data. You could end up with the same description multiple times.
For further information, please see why am I getting duplicate entries after Dynalink.