Section 3. The Basics

3.9 Change Default Working Year For Business or Personal clients

Step 1
Change Working Year Icon
In Business Clients, click the pencil icon next to year number shown above.
Step 2
Select "Click here to change the main default tax year" Shown above.


Step 3



Now select from the drop down for the type of client year you wish to change and save that change by clicking "Change Business/Personal Default Year"

NOTE: if you change the business client default year to any year prior to our current year, the program will prompt you to run the new year wizard when you open the program after trying to login. Please be careful with this as the new year wizard is only to be run when you want to begin a new year as of January 1st. It is recommended that you do not change the Business clients default year.
Step 3
New Working Year
Verify that the new working year has been changed.
Video Tutorial
Last modified: Monday, 13 April 2015, 12:40 PM
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