System and method for accessing and displaying previous financial return information in financial return preparation programs. For example, historical tax return information for a taxable entity may be used in the preparation of a current tax return, and some of this information or data may be transferred into a current tax return electronic document, or used in the calculation of a value for a field in a current tax return document. Embodiments may provide a mechanism that enables the preparer to “jump” from a current financial return electronic document, or field on a current electronic document, that is being prepared using a current program to an electronic document prepared using a previous program, and that thus allows the preparer to directly view the source of transferred information or data. Embodiments may thus allow the preparer to identify the specific sources of transferred data or information.