how do you carryforward the print selections and client letters ?


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Hello Dprigby,

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.

I hope this helps

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