Can I copy data from one TQ to another?

Yes - absolutely.

Copy from previous year feature only works if the prior year questionnaire was prepared as Online Questionnaire.

You must elect to copy data at the time you create the Tax Questionnaire:

Make sure to click the Copy Data From Another Questionnaire and then select the TQ year you want to copy from.

Select Questions to Copy

The next page you see will have your answers from the prior year all auto-selected by default (with the exception of monetary figures). You can de-select any questions that no longer apply (for instance, if you moved, you would not want your address to copy)

  • We recommend starting from earlier years and moving forward.
  • You can copy all data except monetary figures.

Voila - New TQ 

 All you have to do is update the monetary figures (income, highest balances of accounts, etc). Then, submit the TQ for our review 

Still need help? Contact Us Contact Us