I hope all is well. Please press options -> form selection. If your 2015 t1 settings are setup correctly , please go to 2016 t1, make sure you check the correct print job and then press carry forward near the bottom. This will carry forward 2015 print settings to 2016.
Also, there is no way to carry forward the client letter. The coding ( and tax line numbers ) change every year within the letter. What we have to do is make sure we copy the changes you want to make in the letter into a word document. Then open the 2016 letter and add in the changes from the word document. Also make sure to attach your banner and signature into the letter by insert->graphic.
People come to ProFile for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:
Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.