Section 3. The Basics

3.14 New Year Wizard

Step 1
New Year Reschedule Wizard
From menu, go to Tools > New Year Reschedule Wizard
Step 2
Your data will be automatically backed up before you start this wizard. If you wish to manually create a backup however, you can simply go to the location of your data file and create a copy of your data file and place it in the backups folder.

To locate your data file, click the tools menu at the top of the program and then open the "data file wizard"

(Note: Full details of the data file wizard can be found here)
Step 3
New Year Reschedule Wizard - Advanced 

Options
1) Check off which task categories to reschedule for new year.
2) Click Advanced Options
New Year Reschedule Wizard - General Options 

tab
3) In General Options tab, select source and destination years.
4) Go through the other 4 tabs if needed and when completed, click Back.
5) Click Next.
New Year Reschedule Wizard - 

Rescheduling Warning
New Year Reschedule Wizard - 

Rescheduling Complete
6) Click Ok to begin rescheduling tasks
7) When finished, click Ok to continue on with New Year Reschedule Wizard
Step 4
New Year Reschedule Wizard - Archive 

Options
1) Under Archive Options, select Archive only completed tasks from...
2) Click Next.
New Year Reschedule Wizard - Tasks Complete
3) Click Ok after tasks have been archived
Step 5
New Year Reschedule Wizard - Select Options
1) Check off which personal tax clients to roll into new year and then click Finish
New Year Reschedule Wizard - Rolled 

Clients
2) Click Ok after clients have been rolled over succesfully.
Video Tutorial
Last modified: Friday, 8 May 2015, 10:15 AM
Skip Contact Us

Contact Us