Closing multiple clients to a new processing period

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See also: Changing one client to a different processing period

Perform the following steps to advance multiple clients to a new processing period.

  1. Choose File > Mass Select Period to Process.
  2. In the Select Tax Year to Close dialog, select the year to close and click Continue.

    Note: Depending on your security configuration, you might be prompted to enter the master password before you can proceed.

  3. In the Mass Select Period to Process dialog, highlight the clients you want to close.


    • Only clients whose latest tax year is the same year you selected will appear in the list.
    • Monthly and quarterly clients will be closed to the last month/quarter of the following tax year.
    • Click the Client ID, Name, or Entity column heading to sort the list of clients.
    • Use the options in the Focus group box to limit the list of clients by entity type and status event.
  4. Click the Select button to move the highlighted clients to the Clients to close pane on the right,
  5. Click the Close to Next Year button.
  6. Click OK to confirm you want to close the tax year for the selected clients.
  7. Click OK.

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