You can manually rollover your clients from one year to the next if you did not select the automatic rollover option.
The following manual rollover procedure needs to be done by SQL clients or ODB clients who did not opt for the automatic rollover during installation.
Log in to HandiTax as the ADMINISTRATOR username, in the year that you are going to be rolling clients from.
Go to the Client menu, then click Recalculate clients tax details.
Highlight #All or #Selected (if one client, select the client before Step two), and then click Select to start the recalculation.
When the recalculation has completed, close HandiTax.
Start HandiTax for the next year by logging in as the ADMINISTRATOR, especially if you use Practice Manager Security.
Go to the Tools menu, then click Rollover files from (year).
Complete the window fields. For more information, press F1 to display the online help.
Warning: If you have other HandiSoft Products installed (HandiLedger, Practice Manager, etc.), do not select the Current Clients only check box.
Click OK to start the rollover.
Important: SQL Clients: On first opening of any of the HandiSoft programs after the installation, please ensure that all tables are loaded prior to opening any other program or any other user opening a HandiSoft program.