Section update

You can open the Section Update window in the following ways:

• Right-click a folder heading in the Annual Data Navigator and select Section update from the pop-up menu

 

Section updating allows you to copy data that has been entered in a particular data entry page for the currently selected client forwards or backwards into a different tax year. Certain details that you have entered are carried into the year when you section update e.g. the Name, Account number and Branch address of a Bank/Building society. Generally figures and amounts are not updated because they only apply to a particular tax year e.g. the client's bank interest details.