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Questionnaire Settings (Generate DRL and Personal Info)

Copy(roll forward) Prior Year Questionnaire

You can copy a prior year questionnaire template to the current year. Copying a prior year questionnaire template will copy enabled/disabled life-changing events along with questions within those events.
To copy a prior year questionnaire to the current year, select
FROM PRIOR YEAR
.
Alternatively, to copy the current year questionnaire to the next year, select the questionnaire
Menu
 icon, then select
Copy to [Tax Year]
. The
Copy to [Tax Year]
 option will be enabled when the next tax year is available. 
The option will also be disabled if there is already an existing questionnaire template added for the next tax year. To copy the questionnaire template to the next year, delete next year's questionnaire template, then use the
Copy to [Tax Year]
 option.
Any new life-changing event added by SurePrep will automatically appear in the current year's rolled-over questionnaire. By default, the new life-changing event will be disabled and show the
New for Tax Year XXXX
 badge.

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy

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