We recommend you do NOT update clients with the early realease CD. The early release CD is sent out so Organizers can be sent to clients. Please wait for the Version 1 CD to be sent to you before updating clients to eliminate problems later on.

1. On the Client Selection screen, select the Data Path Name, Folder and System (i.e. 1040, 1041, 1065, etc.) you want to update to, then click the Update button (figure 1).
Note: Clients will be updated to the Data Path and Folder selected here, regardless of the Data Path and Folder in the previous year.

(figure 1)
2. A message will pop up with important information about the update process. After reading this, click OK (figure 2).

(figure 2)
3. Select the 2007 Data Path Name and Folder to display last year's clients (figure 3).

(figure 3)
4. Click on the Utilities Menu, and select Options. You can check or uncheck any of these items you want to include in order to customize the update process. Once completed, click OK (figure 4).

(figure 4)
5. Tag the clients you want to update and click the Update button (figure 5).

(figure 5)
6. The Update Process box will appear and the clients will be updated. A log will display the status of each client as it's updated. When the update is complete, click Close (figure 6).

(figure 6)
7. The updated clients are now available from the Client Selection screen (figure 7).

(figure 7)

Update Menus

File Menu


1. Update - This is the same function as clicking the Update button.
2. Close - This will close the Update window.

Utilities Menu


1. Options - this will open the update options window.
2. Browse for Data Path - This will allow you to enter or browse for the data path if located in a different location than what is listed in the Data Path Name drop down menu on the main screen.

Help Menu


1. Program Helps - This will open up the program help topics for the Update feature.