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Custom Questions and Associated Answers for existing returns – Advanced Notice

26 Sep 19
Kim Manuel
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The answers entered on a return for TY 2018, TY2017, TY2016, and TY2015 will be eliminated from our system on December 30th.

If you need to run any additional reports for Custom Questions, you will need to run these prior to December 30th.

What happens when I run the reports for prior years 2018, 2017 and 2016 after December 30th?

The reports will run, but the data for the answers entered into the tax return will not be on the report

Will the list of answers still be available for the prior year questions?

Yes, the list of answers will still be available when you create a new prior year return or edit an existing prior year return.

I made my questions required, will my preparers be forced to answer them again for prior year returns?

No, we will by-pass the “is required” feature for questions associated with prior year returns.

 

We will post additional information throughout the next few months as reminders and if we get additional questions.

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