17009: Update a Client From Prior Year (DAS21 and Future)

To update clients from prior year, complete the following steps:

• Go to Client > Update Prior Year.

• All locations of Drake Accounting^® for the specified year are displayed under Existing Data Paths.
• Select the location of the client files to update to the Drake Accounting 2023^® program by clicking the location under Existing Data Paths.
• The client files in the selected location are displayed at the bottom under Clients Available to Update.  Select the individual client files by checking the box beside each client you wish to update, or check the box beside the Client Code column header to select all clients in the selected location. 
• You can choose to bring over on-the-fly forms, non-on-the-fly forms, or both.  Select the applicable option from the Import Option drop menu.
  • If you select Non-OTF Forms Only, the only options available are Forms W-2, 1099-MISC, and 1099-NEC.
• If you wish to update any on-the-fly Forms W-2, state forms, and Forms 1098/1099, check the applicable forms.
• If you wish to update payroll data, select the number of years to bring over payroll information under Import Options.
  • To not import terminated employees from prior year, uncheck the Import Terminated Employees option.  This option is checked by default.
• Select Update once all desired options are selected. 
• Once the update is complete, select Exit.

If a client was not in the immediately prior year of DAS, you can still update the client from a prior year, however, you must update from the earliest available year to the next year, then update again until you get to the destination year. For example, if the client is in DAS21, but not DAS22, you can update that client to DAS23 by first updating it from 21 to 22, then from 22 to 23.