The answers entered on a return for TY 2018, TY2017, and TY2016 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.
If I edit a prior year return or amend a prior year return will I be required to answer the questions again?
No
If I answer the questions on prior year returns after 12/31/2019, will the data show up when I run reports for the prior year?
Yes, If the data is entered in prior years after 12/31/2019 it will s how up in that prior year’s report.
We will post additional information throughout the next few months as reminders and if we get additional questions.