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The Client (Filer, Entity) Management module maintains your clients in distinct annual databases that can be rolled forward from year-to-year without any loss of prior year integrity. If you used Account Ability in 2020, you will probably want to roll forward the 2020 client register.
To roll forward the client register,
If the prior year database, AA2020.abs, is not found, the exception
is raised. Otherwise, the Roll Forward Client Register dialog is displayed,
Roll Forward Client Register Dialog
If checked, clients who were marked inactive during the 2020 reporting year are not rolled forward.
If checked, clients who terminated business during the 2020 reporting year are not rolled forward.
If checked, clients who filed final returns during the 2020 reporting year are not rolled forward.
If checked, clients with a reporting year prior to 2020 are not rolled forward.
If checked, correction clients are not rolled forward.
If checked, each client's 2021 Note Register is erased.
If checked, all passwords used in 2020 are rolled forward to 2021.
This option contains a list of all Clients used in 2020 that can be rolled forward. You can select a single client from this list or leave it blank to select all clients. In the illustration above, only Client RENA would be rolled forward.
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