Section 3. The Basics
3.14 New Year Wizard
|From menu, go to Tools > New Year Reschedule Wizard|
|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)
|1) Check off which task categories to reschedule for new year.
2) Click Advanced Options
|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.
|6) Click Ok to begin
7) When finished, click Ok to continue on with New Year Reschedule Wizard
|1) Under Archive
Options, select Archive
only completed tasks from...
2) Click Next.
|3) Click Ok after tasks have been archived|
|1) Check off which personal tax clients to roll into new year and then click Finish|
|2) Click Ok after clients have been rolled over succesfully.|
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