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.
