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Non-Returning Client Report for SureFire

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Requirements for Accuracy

 

In order to get an accurate Non-Returning Client Log you must follow the steps below.

 

Before you start preparing live tax returns for this tax season you must run Carry Forward Prior Year Data from the Tools menu on all your returns.

 

This procedure creates a "J file"" for each tax return you carry forward. The ""J file"" contains the data carried forward and is stored in the UTS15\Proforma sub-directory. ""J files"" get their name from the fact that the first character of the file name is the letter J.

When you started each new return for a prior year client

Tags: install,setup