On the left-hand side of the page, you will see the current tax year you are in. Locate the CHANGE button in the top-left corner of the dashboard to begin switching tax years.
Switching between tax years in GoSimpleTax is a straightforward process that allows you to manage your tax returns for different periods. Follow the steps below to update your workspace to the desired tax year.
Access the Tax Year Change Option
Open the GoSimpleTax web app.
Locate the CHANGE button in the top-left corner of the dashboard.
Select the Desired Tax Year
Click on CHANGE.
From the dropdown menu, select the tax year you want to work on (e.g., 2024/25 or 2025/26).
If prompted, click UPDATE to confirm your selection.
Press UPDATE or SWITCH to go to the tax year you wish to access. UPDATE is used when the tax year hasn't been accessed yet, and you will be asked if you want to roll forward the information. SWITCH is used when the tax year has been accessed previously, and data already exists in this tax year.
Handle Missing Year Prompts (if applicable)
If you see a message such as “Before switching to 2024, please update the missing years: 2023,” complete the updates for the missing years first.
After updating the missing years, return to the CHANGE menu and select the desired tax year again.
UPDATE = Use this option when the tax year hasn't been accessed yet. You will be prompted to roll forward the information. Ensure you roll forward one tax year at a time, in order, to maintain data consistency.rder.
SWITCH = Use this option when the tax year has been accessed previously, and data already exists in this tax year. This allows you to continue working on the existing data without rolling forward information.year.