Close multiple clients to a new processing period

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

Choose File
, then Mass Select Period to Process
.

In the

Select Tax Year to Close

dialog, select the year to close and select 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, select the clients you want to close.

note

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.

Select 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.

Choose the Select
button to move the highlighted clients to the Clients to close the pane.

Select the Close to Next Year
button.

Select OK
to confirm you want to close the tax year for the selected clients.

Select OK
.

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