Section 3. The Basics

3.10 Change Working Tax Year

Step 1
Change Working Tax Year Icon
In Personal Clients, click the pencil icon next to year number shown above.
Step 2
Change Working Tax Year
1) Select new working tax year from drop-down list shown above.
    Optional: If you want to change default tax year as well, proceed to Step 3.
2) Click Ok to save new tax year.
Step 3 (optional)
Change Default Year (Link)
Click Change the Main Default Tax Year link shown above.
Step 4
Change Personal Tax Default Year
Select new business default tax year from drop-down list.
Step 5
New Default Year
Verify that the new default tax year has been changed.
Last modified: Friday, 16 January 2015, 12:00 PM
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