System Updates allow you to update specific items from the prior year's program to the current year.

1. Click on the File menu and select System Updates (figure 1).

(figure 1)
2. The program will auto detect the 2007 Settings path, if the wrong one shows up type the correct settings path to where the prior year's program is installed and tag any items you want to update (figure 2).

(figure 2)

Refer to figure 2 above for items a through k.

1. Employer Library – This option will update the Name, Employer Identification Number, Street Address, City, State, Zip Code, and Telephone Number for each employer. This information can be accessed by clicking on the Settings menu and selecting Employer Library.
2. Preparer Data – This option will update your preparer information, such as Preparer Name, Preparer Tax Identification Number (PTIN) or Social Security Number (SSN), Electronic Filing Identification Number (EFIN), and whether Self-Employed. This information can be accessed by clicking on the Settings menu and selecting Preparers.
3. Custom Letters – If you have created any custom letters (Settings menu, Custom Letters), this option will update those custom letters to the current year.
4. Libraries – This option will update all of the libraries. This information can be accessed by clicking on the Settings menu and selecting Libraries.
5. Invoice & Discount Library – If you have made any changes to the Invoice or Discounts (Settings menu, Invoice Settings/Discounts), such as per item costs , suppressions, or any discounts, this option will update those changes.
6. Defaults – If you have set any defaults on your computer (Settings menu, Defaults), this option will update those defaults.
7. Asset Functional Categories – If you have set up functional categories in the Asset Manager, this option will update those categories.
8. Custom Slip Sheets – If you have created any custom slip sheets, this option will update those slip sheets to the current year.
9. RTN Library – This will update the RTN Library with all the banks and routing numbers. This information can be accessed by click on the Settings menu and selecting RTN Library.
10. Distribution Sets – This will update any distribution sets you have changed or set up. This information can be accessed by clicking on the Settings menu and selecting Distribution Sets.
11. Custom Statuses – If you have set up any custom statuses, this option will update those into the current year. This information can be accessed by click the Utilities menu, selecting Client Status, and clicking on the Custom Statuses button.

3. Click on the Update button (figure 2). You will receive a message stating, "Warning: If you have already updated or modified your settings, they will be overwritten. Update anyway?" Click on Yes or No, depending on what you would like to do (figure 3).

(figure 3)
4. When it has completed, you will receive a message indicating that the update process is complete. Click OK (figure 4).

(figure 4)