Change the county of a client

If you have a client who has moved to another county but has most of the same assets, you can use the features of GA-TaxProperty to expedite the preparation of their return for their new county by copying the return from their old county. Here are the steps:

1. Roll forward the client's return for the previous year to create a return for the current year. This return will be for their previous county, which you probably will not use.

2. Go to the client's record (File > Client Records). Do NOT change the county in the Client Master Record yet.

3. Click on "Returns" and then click on "Property."

4. In the next screen that displays the year and county, change the county to the client's new county.

5. When prompted with a message asking if you want to copy the data into a return for the new county, click "Yes." GA-TaxPro will create a new return for the current year, populated with the client's data from the previous returns. This return will be for the new county.

6. After creating the new return, go back to the client's Master record and update their home county as needed.

By following these steps, you can easily create a new property tax return for a client who has moved to a different county, while still utilizing their existing asset data from previous returns.