Updated: 2025-03-20
For each tax module and year, you can set a default file name format of all new TaxCycle files you create or carry forward.
If you change the taxpayer’s name (for example, to fix a typo), couple/uncouple the return, or enter a date of death, and the suggested file name is different from the actual file name:
This is particularly useful if you add a spouse at a later date, and want the file name to reflect that. Also note that dependant modifications do not trigger the rename bulletin.