I am looking to do batch carry forward, could I do that from the client manager
Yes, that’s where it is done.
You can find help for this on the TaxCycle website
There is also a Client Manager webinar which may be helpful.
Thanks all for replying, I found the issue is the client manager does not connect to my NAS. and the steps to fix that doesnt work for me either.
Thanks All, I was able to figure it out and all is good. Many thanks.
I used that link to run Client manager as a network user, the issue was that I wasn’t using a password for my account. you have to use a user account with a password.