See also: Changing one client to a different processing period
Perform the following steps to advance multiple clients to a new processing period.
- Choose File > Mass Select Period to Process.
-
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.
-
In the Mass Select Period to Process dialog, highlight the clients you want to close.
Notes
- 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.
- Click the Select button to move the highlighted clients to the Clients to close pane on the right,
- Click the Close to Next Year button.
- Click OK to confirm you want to close the tax year for the selected clients.
- Click OK.
Was this article helpful?
Thank you for the feedback!