Q: What happens if I don't transfer users or add new users to the new tax year?
A: A pop-up message will appear in the User List to remind you until the transfer is completed or...
Q: Can I transfer user data without activating the new tax year?
A: No, the new tax year must be activated before any data or settings can be transferred.
Q: Is there any training or documentation for administrators regarding this process?
A: Please refer to our guide Transfer Records to New Tax Year.
Q: How do I ensure compliance with tax regulations for the new year?
A: Ensure all user profiles and settings are accurate and complete. Encourage users to update the...