Transfering Data

[FERNAND ROY]

I used Uline for the 2021 income tax. How do I transfer the 2021 Data to prepare the 2022 income tax. I prepared 60 return in 2021.  I have paid for the 2022 U File pro 2022.

Thank you  

[Geo123]

Hello Fernand Roy,

To transfer (carry forward) the 2021 data open UFile PRO 2022 (available in early January 2023) and select "Carry Forward a 2021 tax file".  Please be certain to have saved the prior year 2021 tax returns as PDF, and then save the .u21 files.