How do I set the identifier for a Tax Assistant data folder?
When using FBI in Tax Assistant you must identify each Tax Assistant data folder using a unique 2-character identifier. Even if you are only using a single data folder you must assign an identifier to it. If you use more than one data folder, for example one for each partner in the firm, you must assign a different identifier to each folder. This does not mean you have to assign a different identifier for each return type (i.e. 2006 Tax Return, 2007 Partnership Tax Return, etc.) within a data folder. In fact it is preferable to use the same identifier for all data types within the same data folder. In the simplest case, where you use the same data folder for all returns, we recommend using the same identifier in all the Tax Assistant programs. Once you have set up the data folder identifier(s) they will normally carry forward to future years, so you should only need to set them up once.
