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Carryforward Last Year's Names and Addresses

 

CARRYFORWARD LAST YEAR'S NAMES AND ADDRESSES

Imports payor and employee/recipient names & addresses from the previous year.  Use this utility to specify where last year's data is located and transfer it in.  The recommended carryforward process only utilizes 2 files (payor.tps and recpnt.tps).  The program will check for their existence after you specify where they are located.  If last year's version was removed from your hard drive, just copy those 2 files which were hopefully backed up to either a floppy disk or a folder on your hard drive.

 

You will also be presented with the option as to whether or not to carryforward only those recipients that were used last year on a form.  If you wish to prevent any unused recipient names from being carried forward and keep your files clean we suggest you enter YES.  Note: If you input any names and addresses on a proforma basis during the year, uncheck this box.  Also if you use our After-the-Fact Payroll Reporter you must uncheck this box.

 

After you run the carryforward, you can check to see if it worked by selecting Names and Addresses from the pull-down menu and choosing Payors and Employee/Recipients.  A browse list will appear with names.  If the browse list is empty, then the carryforward did not work.

 

 

MAKE SURE A BACKUP COPY OF ALL CURRENT YEAR and PRIOR YEAR DATA EXISTS BEFORE PROCEEDING WITH THIS FUNCTION.