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Account Ability prepares 1099 and W-2 forms quickly and easily
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Frequently Asked Questions (FAQs)

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Questions in 'Rolling Forward' 
Why am I getting the message "Failed to open prior year client information" when trying to roll forward the client register?
Is there a way to roll forward information from two years ago?
I accidentally initialized a client's returns while rolling forward the prior year so I rolled forward again without initializing. Now I have twice as many returns? What can I do?
I rolled forward my client register but the recipients and employees did not roll forward. Why?
Answers
Why am I getting the message "Failed to open prior year client information" when trying to roll forward the client register?
Either the computer on which you are working does not see the prior year information database YYYYDATA, where YYYY is the prior reporting year, or, the prior year version of Account Ability is currently active.

Try the following:

a) From the 'Help' menu, select 'Locate prior year data' to ensure your computer sees the prior year information database.

b) Try rolling forward again.

If unsuccessful,

c) Make sure no other user, including yourself, is running the prior year version of Account Ability and try again. If the problem persists, contact IDMS Technical Support at 1-888-IDMSINC or 1-800-582-5831 for assistance.
Is there a way to roll forward information from two years ago?
Information can only be rolled forward from one year to the next. So, you will need the prior year's version of Account Ability for the intermediate step.

There is, however, an alternative. Have Account Ability export your information from two years ago using the 'Export' selection on the 'File' menu. Then, with the aid of the Import Mapping Utility, you can map the exported data to the latest version.
I accidentally initialized a client's returns while rolling forward the prior year so I rolled forward again without initializing. Now I have twice as many returns? What can I do?
Open the form with the problem. From the 'Tools' menu select 'Kill This File...'. Next, re-open the form and roll forward again without initializing.
I rolled forward my client register but the recipients and employees did not roll forward. Why?
Not all users desire to roll forward their prior year information returns, so, Account Ability leaves the decision up to you. If you desire to roll forward your returns, select 'Import -> Roll Forward Prior Year' from the desired form's 'File' menu.
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Account Ability 1099 and W-2 Software