🏬 From Active Projects
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Select one or more Projects via the checkbox on the left.
- Click Actions to open the menu.
From the drop-down menu, choose Add From Last Year's Projects.
In the pop-up window, you can decide what information we pull over.
- Add in the previous projects' notes. This does not replace existing notes.
- Add in the last year's tax payment receipts. If we detect estimated payments, they will match into the current Project's task.
- Copy over the previous Project's tags. (This will never bring over Draft or Ready tags, as those can create unintended effects with your workflow).
- Automatically change the current Project's Owner to the one set in the previous year.
📝 Note: We now accept all return types for this process. All Projects must either have a YYYY [Return Type] suffix like 2025 1120-S , or they must have a return type tag like 1041 in order for our system to detect it.
📃 From Upload Your Organizers
During the organizer upload process, you'll see the option at the top. Toggle the settings you want for the Projects created from your organizers, and we'll handle the rest!
