Carry forward

Carry Forward
1

Hi all,
I am looking to do batch carry forward, could I do that from the client manager

2

Yes, that’s where it is done.

3

You can find help for this on the TaxCycle website

There is also a Client Manager webinar which may be helpful.

4

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.

5

Thanks All, I was able to figure it out and all is good. Many thanks.

6

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.