Opening Client files and payroll tax table update pops up
When I use my Accountant's Edition to restore or open a client's file on my own computer, which I often do to resolve data entry errors or confirm their setup, I get a pop up for the tax table subscription. If I am opening the same year QB as they use, I am asked to let QB confirm the subscription. If I open an older file in my newer QB 2012, which I will do to have the newer tools, I am asked to allow the data file to confirm it has been updated for the latest tax table.
I don't have a payroll subscription service, but many of these data files do.
I would like to be able to diagnose their data issues while having as much updated functionality as possible, of course.
I have avoided allowing this to confirm the tax table under either scenario, but then I have trouble working with the client via phone or with comparing the file, since the tax tables changed frequently in 2011.
For instance Payroll Checkup on my computer doesn't have the same tax table as one of the files on the client's computer, even though we just made the portable or backup a few hours earlier and had no tax table update on their computer in the meantime.
My questions are:
1. When using the same year and release of QB as the client, should I or should I not allow the tax table update to function on my computer? Will it update on my computer?
2. When using a newer year QB than the client, should I or should I not allow the tax table update to function on my computer? Will it update the client's default in the Payroll tax table service records, implying that the client is now on a newer QB year, impacting their ability to work in their own file on their own computer?


