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Transfer a refund to next year's installment account for T1 and T2

SOLVEDby IntuitUpdated February 10, 2023

Note: Making this change will not update the client letter, as the letter still reflects the installment schedule on the Installment form.

For the T1 module

1. Navigate to the Installment form.
2. Enter 1 in field 488 to transfer the refund to the next year's Installment account.

User-added image

For the T2 module

1. Navigate to the T2 Jacket.
2. Select the 2. Transfer to installment account option in field 894 (Refund Code).

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