In Studio Tax, you can create a new return for the current year using your previous year’s return to pre-fill your personal information.

Before You Begin

Make sure you have the following:

• Your previous year’s Studio Tax return file (ends with .xxt, where xx represents the previous tax year — for example, .23t for a 2023 return).
• The file must have been created by Studio Tax.

Step 1: Open Studio Tax and Start a New Return

Launch Studio Tax. On the home screen, select the option to create a new return from a previous year’s return.

Step 2: Locate Your Previous Year’s File

When prompted, browse to the location where your previous year’s return is saved and select the file.

• The file extension indicates the tax year (e.g., .23t = 2023 tax year).
• If you are unsure where the file is saved, check your Documents folder or the folder you used when you last saved in Studio Tax.

Step 3: Review and Confirm Your Information

Studio Tax will import your personal information from the previous year’s return and display the wizard. Review all pre-filled fields carefully and update any information that has changed (address, marital status, dependants, etc.).

Fill in all required fields (marked with a star), then click Next to proceed through each page of the wizard.

Step 4: Complete Your Return

Once the wizard is complete, you can add your T-slips, income, and deductions for the current year.

• Click the TSlips tab to enter your T-slips.
• Use the explorer panel on the left to navigate to other sections of your return.

Step 5: Save Your Return

When you are done, save your new return file to your computer. Make sure to choose a location that is easy to find for future reference.

Having trouble importing your previous year’s file? See I Can’t Import My Previous Year’s Return for troubleshooting steps.