Updating forwards and backwards

You can section update from the currently selected tax year backwards to the previous year or forwards to the next year, if those years have been created via year update. The available years are listed in the Section Update window and the currently selected year is highlighted.

Two options are available:

  • Update forwards to year ended (tax year)

    Copy the data forwards from the highlighted year.

  • Update backwards to year ended (tax year)

    Copy the data backwards from the highlighted year.

Note: If the corresponding tax year does not exist then that option will not be available e.g. if the client has the tax years 1996/97 and 1997/98 and the latter year is selected, the option Update forwards to year ended (tax year) will not be available because there is no future year to update forwards to.

Select the required option and click OK to section update.

Example

If Mr. Abrahams had the tax years 1996/97, 1997/98 and 1998/99 already established and the year 1997/98 was selected, you could choose to update the data entry page forwards to 5th April 1999 or backwards to 5th April 1997.