monmantong Posted February 17 Report Share Posted February 17 hello there, I used U file online last year for my tax 2022, in which i switched there from window to online and someone has guided me to do this. now I will use online version again for 2023 tax, can someone tell me how can i make sure it will carry over my previous year info to 2023 tax ? should i choose create - 2023 ? because it also asked me if I need to attach my previous file but I am wondering if i have to do this for online version ? thank you Quote Link to comment Share on other sites More sharing options...
Geo123 Posted February 18 Report Share Posted February 18 Hello monmantong, 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. Quote Link to comment Share on other sites More sharing options...
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