2024 T3 Trust Tax Return

I have a GRE with an April 27th year-end. The 2023 T3 was created in the TaxCycle 2022 module, so when I carry that file forward, it creates a file in the 2023 module, with Tax Year End date of 2024-04-27. If your 2023 year-end is saved in the 2023 module, you won’t be able to carry it forward, but you could save a copy with a new filename, and change the dates to reflect the Jan 2024 year-end. Alternatively, it may be possible to import your DT Max file using TaxCycle’s carry-forward function - this would create the Jan 2024 T3 in TaxCycle’s 2023 module. However, I’m not sure if DT Max is one of the data types that TaxCycle can import. You’d have to look that up.

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