How do I get the client working papers to populate with the fiscal year dates and not the calendar dates. Previous yrs work not the current yr though

Hey linda44,

Using the Workpapers function is an awesome way to manage your clients' adjusted trial balance so you can export it as a GIFI file. It's a powerful feature, but changes in settings or amounts need to be accepted before they're applied. This ensures you won't lose all your hard work by making it easy to review changes before applying them. I'll be happy to help you sort this out.

Though changes to the period won't be automatically applied, it's just a few easy steps to accept the change. It's just a few easy steps to accept changes and update the fiscal year:

1. Open your client's Workpapers from the Accountant Tools drop-down. 
2. Select the Tax year in question. If you see the Accept changes button, clicking it will update the fiscal period.
3. If you don't see it, expand any line then click Make adjustment.
4. Create a journal entry with a Date that falls within the period then click Save and close. 
5. Head back to the Workpapers then click the Accept changes button.

Once the fiscal year is updated to the correct period, you can delete the journal entry you created. Simply click on the search icon to see your recent transactions. If you aren't seeing the Accept changes option, please get in touch with our support team using one of the options below. They'll be able to take a closer look at your account to get to the bottom of this.

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Schedule a Callback: click (?)Help in the upper right > click Contact Us > explain your situation > click Let's Talk > choose Get a callback (Note: Callback hours are the same as regular phone hours.)

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Don't hesitate to reach out! I want to make sure everything lines up in your client's books.