COI Rollover Instructions

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Follow the steps below to rollover your COI to a new tax year.

Step 1:

• Navigate to the COI page for the new tax year
• Click the 'Add New Conflict of Interest' button
  

Step 2:

• Choose 'Yes' to Rollover
  

Step 3:

• Check both checkboxes in the 'Options' section (they should be checked by default)
  • Display Prior Year Questionnaire Responses
  • Rollover Recipients
• Name the Questionnaire
  • This should be a unique name
• Select the NEW questionnaire from the dropdown
  
  • This is the most recent version of the COI
• Choose the remaining options that are appropriate for your scenario
  • Allow questionnaire recipients to view the list of all individuals receiving the COI questionnaire?
  • Should the questionnaire recipients be allowed to submit a questionnaire that is not completed?
  • Indicate below whether you would like to receive an email notification upon completion of a conflict of interest request.

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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