| I recently changed computers. My old computer contains prior year information that I would like to roll forward. What should I do? |
From your OLD computer:
a) Start the prior year version of Account Ability
b) Close any open tax forms on the screen
c) Select 'Backup' from the Client Management 'Tools' menu
d) Place a check on Source folder 'YYYY - Full save', YYYY = reporting year
e) Select a destination drive on which to write the backup archive
f) Click the 'Backup' button to create the archive AAYYYYFULLSAVE.BCK
g) Close Account Ability
h) Copy the archive AAYYYYFULLSAVE.BCK to your new computer.
From your NEW computer:
a) Install the new version of Account Ability
b) Launch Account Ability
c) Select 'Restore' from the Client Management 'Tools' menu
d) From the 'Source' group, select the drive and folder to which you copied the archive AAYYYYFULLSAVE.BCK in (h) above. The archive should appear in the 'Available archives' window
e) Click once on the archive AAYYYYFULLSAVE.BCK
f) Select the same 'Destination' drive as the installation drive
g) Click the 'Restore' button. Your prior year data will be restored to its original path on the destination drive you specified
h) Close the 'Restore' Utility
i) From the 'Help' menu, select 'Locate prior year data' to ensure your new computer sees the prior year information database.
You should now be ready to roll forward as usual. |
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| Why am I getting the message "Failed to open prior year client information" when trying to roll forward the client register? |
Either the computer on which you are working does not see the prior year information database YYYYDATA, where YYYY is the prior reporting year, or, the prior year version of Account Ability is currently active.
Try the following:
a) From the 'Help' menu, select 'Locate prior year data' to ensure your computer sees the prior year information database.
b) Try rolling forward again.
If unsuccessful,
c) Make sure no other user, including yourself, is running the prior year version of Account Ability and try again. If the problem persists, contact IDMS Technical Support at 1-888-IDMSINC or 1-800-582-5831 for assistance. |
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| Is there a way to roll forward information from two years ago? |
Information can only be rolled forward from one year to the next. So, you will need the prior year's version of Account Ability for the intermediate step.
There is, however, an alternative. Have Account Ability export your information from two years ago using the 'Export' selection on the 'File' menu. Then, with the aid of the Import Mapping Utility, you can map the exported data to the latest version. |
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| I accidentally initialized a client's returns while rolling forward the prior year so I rolled forward again without initializing. Now I have twice as many returns? What can I do? |
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Open the form with the problem. From the 'Tools' menu select 'Kill This File...'. Next, re-open the form and roll forward again without initializing. |
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| I rolled forward my client register but the recipients and employees did not roll forward. Why? |
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Not all users desire to roll forward their prior year information returns, so, Account Ability leaves the decision up to you. If you desire to roll forward your returns, select 'Import -> Roll Forward Prior Year' from the desired form's 'File' menu. |
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| Why do I get a 'Key violation' when rolling forward client information? |
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Either you are rolling the 'Client Master' file forward twice or there are clients already on file with the same CLIENT ID as those you are trying to roll forward. |
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