What is a copy return, and how can I use this feature in Tax990?
347 views |Last modified 4/11/2024 4:44:00 AM EST |

Copy return is a Tax990 exclusive feature that allows you to copy tax information from the previous tax year’s return onto the current year’s form. This feature is only available to clients who have filed the previous tax year’s form with Tax990.

Some information on the prior year’s tax form will be copied and displayed in the current year’s form by default. The field values from the previous tax year’s form can be copied and used on the current tax form by clicking the Copy from prior year button on your form. 

Click here to learn how to copy information from previous tax forms.