The 2011 software automatically looks for 2010 data files during installation.
If files are found, you are given the option to:
- Do not copy any tax year 2010 information
- Copy 2010 Filer & Recipient Data
If you want the 2010 recipient and filer data you are encouraged to copy the files at this time.
What if I didn't select Copy 2010 data during Installation?
If you didn't select copy 2010 data during the installation process, you can use the Roll 2010 Data to 2011 utility located under the Program Group in Windows to roll forward data at a later time however only unique Payer Codes will be rolled forward so it is best to do this prior to starting data entry.