TaxCycle | Products | Pricing | Training | Documentation | Support | News

Converting a Plan file to actual working copy

Is there not a way that I can convert a Tax Planning file into an actual working file? Common sense would make me think there should be because who wants to rekey everything into a new file if you’ve got most of it there? Can someone enlighten me on if or how?

If you open up the personal information screen under the Filing section you see a “purpose” box which allow you to change the return from planning to filing.



Yes. On the Info tab, on the bottom of the left-hand side, change the drop down menu from Planning to Filing.

Perfect thanks


Arlene Dueck