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Tax & Accounting
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Trade & Supply
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Risk & Fraud
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News & Media
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Select Year to Update window
Use the Select Year To Update window to select the tax year for which you will update common, client-specific setup options for a client or clients.
To open this window, select Setup, then System Configuration, then the Template tab, then Update Clients.
Fields & buttons
Apply template to tax year
Select the tax year for which you will update common, client-specific setup options for a client or clients. Five prior years and 1 future year are available from the dropdown.