How do I update my client dataset to the latest master?

To update a client dataset to the latest master format, the latest master itself must first be installed, masters are installed when the software is updated and is opened the first time.

You need to ensure you are on the latest master to ensure your clients are legislatively compliant and submissions to their tax authorities are correct.

1. Open SAP, open the required client dataset and create a backup, read more >
2. From the Clients window, select the dataset year and click Edit.
   
   
   
   
3. After the Client Code box, click the ellipsis 
4. From the list of Masters, double click the latest by date, then click OK.
   TIP: Check that you use the correct master by region, ie UK or ROI.
   
   
   
   
   
5. From the Clients window, click Update.
   
   
   
   
6. In the Update Dataset wizard, click Next.
7. Under Accounts Formats, choose the required options and follow the rest of the wizard prompts.