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Update Clients for Tax Year YYYY

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Use the Update Clients for Tax Year YYYY window to select the common, client-specific setup options that you want to copy to existing clients. At the bottom of this window, indicate the clients to which you want to copy the setup options.
To open this window, select Setup, then System Configuration, then the  Template tab, then Update Clients. Select a tax year in the Select Year To Update window, and select Continue.

Special information

Through the Template tab, you can set up the following common, client-specific options.
  • Existing associations
  • New associations
  • Existing treatments
  • New treatments
  • Calculation options
  • Existing print profiles
  • New print profiles

Fields & buttons

Update options list
Lists all template options that can be copied to existing clients. Mark the checkbox for all options that should be copied to the clients selected at the bottom of the window.
Clients available to update
Lists all clients that are available to update with options from the template.
Clients to update
Lists all clients selected to update with the options from the template.
1040 / 1120 / 1065 / 1041 / Other
If you want, you can limit the clients that are available for selection in this window. Clear the checkbox for each type of client that you don’t want to include in the list.
Event
This field displays the client status event used to focus the client list and the sorting criteria for the event. To change the client status event or sorting criteria, select the Modify button.
Modify button
Select this button to open the Modify Event Focus window to change the client status event or sorting criteria in the
Event
 field.
Restore user/default focus options button
Select this button to switch between the most recent custom focus selection and the default selection for the current window.

This article applies to:

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