Solved
starting a new year
Getting my system ready for the 2025 update, is there anything I need to make sure I do before running the installer???
Hey ElWhitmore
Finishing off the year can get stressful, we've tried to keep things simple. Check out this page for a full year end routine to work through and make sure you're ready for the new year!
Before opening the new income year’s Tax Ledger, ensure that you've prepared the previous year’s ledger so you don't roll forward returns for clients you no longer act for. These returns can be excluded from the Year End routine, more information and instructions on this page. Hope this helps.
