| New Year Wizard |
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Your data will be automatically backed up before you start this wizard. If you wish to
manually create a backup however, you can simply go to the location of your data file
and create a copy of your data file and place it in the backups folder. |
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| Note: To locate your data file, go to 'Tools > Data File Wizard' and follow the steps here. |
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| Rescheduling Tasks I Removing Duplicate Tasks |
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| How To Reschedule Your Tasks Into New Year |
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With the new year approaching, you can reshedule your tasks, archive your completed tasks and
roll over personal tax clients into the new year using New Year Wizard. |
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| STEP 1 |
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| Open up Client Track and from the main menu, go to . |
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| STEP 2 |
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In the New Year Reschedule Wizard, check off which tasks you want to reschedule for the new
year and click . |
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| STEP 3 |
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in the tab, select the Source and Destination Year. Go through the other 4 tabs
if needed and when completed, click and then click to being rescheduling tasks. |
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| After rescheduling tasks has been completeted, click to proceed onto next step. |
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| STEP 4 |
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| Next step would be to archive your completed tasks. To do, select (recommended) under Archive Options and click . |
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| Note: Archived tasks are stored in a seperate location from current tasks. |
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| After completed tasks have been archived successfully, click to proceed onto final step. |
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| STEP 5 |
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| Check off which personal tax clients to roll into new year and then click . |
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| After clients have been successfully rolled over to new year, click to complete the setup. |
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| Removing Duplicate Tasks |
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| If two or more people accidentally run the New Year Wizard at the same time, you will encounter duplicate tasks in Client Track. |
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| STEP 1 |
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| Open up Client Track and from the main menu, go to . |
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| STEP 2 |
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In the Maintenance Wizard, click on the tab. Near the bottom of wizard,
'Remove Duplicate tasks for 2020 year' and click . You have the option
to select which year to remove duplicate tasks from. |
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| After duplicate tasks have been removed, click to complete the maintenance. |
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