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Options during the year end close

Problem:

AFTER performing a Year End Close, in the new year's file:

Solution:

When you perform a year end close, take advantage of CaseWare's ability to copy annotations and references into next year's file by ticking the appropriate boxes in the Referencing section. It saves time in having to enter the comments and references you use year after year.
 
If you are concerned about differentiating between work done in different years, get into the habit of putting a year code after your initials when you sign off.

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