Warning when the value doesn't match options
If you have already carried forward your files to the current year, you can still change the default New File options. TaxCycle will display a review message, like the one below, letting you know when the choice in the field on the Info worksheet does not match the default you have set in options. Click the blue link in the message to quickly update the client file.
And, TaxCycle will automatically carry forward your choice to the next tax season.