On “Key Inputs”, there will be one “data migration” button
d)
Click the data migration button; it will prompt you to select your 2023 excel AFS from your computer. Once the 2023 AFS is selected, the function runs automatically. Warning: The functionality may cause the screen to briefly flash rapidly.
e)
f)
Once complete, review the 2024 AFS template to ensure information has successfully copied from the 2023 AFS.