The December UltimateDR software release does not permit a mass update of your 20XX clients to 20YY. An attempt to update all 20XX clients will cause a message to appear advising that the batch update process is not available. That process is available in the second release of the software that is available in January.
The first software download is not intended for extensive data entry but rather for preseason functions like the organizers. IRS forms may change, and the software provided through the first download may be modified, which could have the effect of changing a tax return. After you install the second software release (January), UltimateTax recommends that you update or review any return that you updated during the month of December to ensure accuracy.
With the first release, you can update clients from the prior year on an individual basis, as needed.