You don't have to finish your data submission in one sitting. Save Draft keeps your progress so you can close the page and return later — your entries repopulate when you reopen the period. This guide covers using drafts.
💡 Tip — Who can use this Available to all clients, in the Submit Data wizard.
Quick reference
| Step | Action |
|---|---|
| 1 | Save a draft, then resume later |
Step 1 — Save and resume a draft
At any point in the submission wizard, click Save Draft. Your entries for the period are saved, and the period's status stays as "Draft" — it's not submitted and not locked.
When you're ready to continue, return to Submit Data and pick the same period. Your previously-saved entries repopulate across all the steps, so you pick up exactly where you left off.
📝 Note — Drafts are per-period Each period has its own draft. Saving a draft for July doesn't affect your August draft. Switch periods using the period picker at the top of the wizard.
💡 Tip — Use drafts for partial data If you're waiting on a number (say, final month-end revenue), enter what you have, save a draft, and come back once the figure is final. This lets you spread the work across days without losing progress — just remember that nothing is scored or sent to your advisor until you actually click Submit.