How to Move Suits Forward

Created by Heather Zeh, Modified on Thu, 09 Mar 2023 at 04:25 PM by Heather Zeh

On February 1st most offices will move suits from the previous year forward. Here is a guide on how to do that. Before you start make sure no one is logged into TaxOffice 3.0.

1. Open Parallels and click on the arrow to the left of Production.

2. Click on Utilities.

(If you don't see Utilities, please have a supervisor call, se we can adjust permissions as needed)

3. Double-click on Tax Admin.

4. Log in.

5. Click the Move Suits Forward button.

6. Leave the box checked if including accounts that have a Suit (Paid Date) entry. Uncheck the box if they should NOT be included.  If the account has an S on it, it will be moved forward. Click the Move Suits button. 

7. Make sure there are no other users logged into TaxOffice 3.0. Click the Yes button.

8. Click the OK button and then click the Close button.