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Performing a Multiple Year End Close
If you want to work on your next year's client file but the current year client file is not yet complete, you can perform a Multiple Year End Close. Performing a Multiple Year End Close after the initial Year End Close will update the prior year balance in the client file.
Procedure
- Perform a Year End Close on the previous year's file.
This will create the next year's file. - When the previous year's file is complete, update the new file by performing a Year End Close again on the previous year's file.
- In the Year End Close and Roll Forward dialog, browse to the existing file that was created in Step 1.
- Complete the Year End Close process.
Results
You will be able to work in your next year's file and roll the changes forward after the current year is complete.
Notes
- You must select the current file as the destination file.
- If you are working in a SmartSync enabled client file, this process is not available. For more information, see Multiple Year End Close and SmartSync.
- The options to Include in Next Year's File are important in a Multiple Year End Close. These options are used to determine what content is to be included in the next year's file. In a Multiple Year End Close, these options are used to determine what content should be retained in the next year's file.