Jump to content

2022 information not transferring to 2023 file


Recommended Posts

2022 information saved as a PDF file; format 2022 - First name Last name.  File not password protected but will not import into 2023 document.  How do I transfer all personal information from 2022 into 2023 without retyping everything

Link to comment
Share on other sites

Hello SBev,

You can not carry forward the PDF file but should always save your tax return as PDF.  See below for how to carry forward.

How to carry forward UFIle ONLINE: 
Sign in to your UFIle account.  The main page the screen will display :
My Files
Create a new...    [ 2023      ]  [Go !]   < - - - - SELECT here
>> Tax years list
2023  [LAUNCH]  < - - - - SELECT here
>>At the new screen  (with UFIle 2023 logo in right hand corner)
Select  [Start Now on a new tax file]
(Do not select [Import] )
**IMPORTANT : Please note, in order to carry forward a previous year, you must SAVE your tax file to PDF. These actions allow the program to retain your information and carry it forward to the following year automatically. 
IF No data in file from last year :
IF you already created the current year file and did NOT save the prior year as a PDF, then you will have to delete the current year, save the PDF file AND resave the file for the prior year and then restart the 2023 year file.
Please contact us if the software asks you to pay again.
Also verify that you do not have another username or E_Mail that you were using for UFile ONLINE.

UFIle Win carry forward
IF you are using UFile Windows for this year, AND NOT IMPORTING  to UFile ONLINE,  then select [Carry Forward a 2022 tax file] from the UFile windows program.

Link to comment
Share on other sites

Thank you.  Even though I could launch the 2023 file, I don't believe the 2023 was showing as the year in the right hand corner.  I deleted and re-launched the information has now been imported.


Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Create New...