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Am I able to import historical data into TrustFile to complete back filing?

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Overview

You want to bring in previous periods' transactions into TrustFile and complete back filing.

Environment

TrustFile

Resolution

  • TrustFile is for current period returns onward. If historical data is imported into TrustFile it will be added on the current period's returns, no past returns will be generated. 
  • If backfiling is required, the data will need to be compiled and the return filed outside of TrustFile.
  • Since TrustFile is only meant for current periods' returns it is not possible to use it as a historical record keeper for any transactions or returns from periods before setup of TrustFile.
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