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2022 Enhancement: Designate a tax year to Custom Questions

08 Nov 22
Kim Manuel
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New for 2022 Configuration:  You can now designate a tax year for your custom questions.  All existing questions default to all years.  If you do not need them for 2022, you can simply edit them and change them to Tax Year 2021.  If you only want new questions to be displayed in 2022, you can designated them as Tax Year 2022 when you are setting them up.

Note:  The tax year designation works like it does for consents.  It will default to “All” tax years unless you change it to designate a specific tax year.

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