LoanBeam templates are designed to give you 2 years of data, in a format that shows you the most recent year in the first column (i.e CURRENT) and the prior year in the next column (i.e PRIOR).
Based on the Guidelines of the Lender you are working with, you can submit either 1 year or 2 years of returns. In 2022 those combinations are:
**Our LB workbooks are updated annually to allow the CURRENT year column of data to hold either the prior year or 2 years prior. The CURRENT column will NEVER allow the data to be filled in with data from 3 years prior.**
Uploading more than 2 years of data
