Before you start:
- Calculate all client files in your original program.
- Remove any locks.
- Remove any passwords.
- Remove overrides made on forms which create new input fields.
- Be sure to rollover all client files from the prior year program. Failure to do so will result in those files returning with a "corrupt" status.
- This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.