Ah, yes, I like to think we think alike. I, too, have a folder with PY ATX and my multiple QB versions. Because I now use dual monitors and am working towards less paper, I have the icons for the current and immediate past year both. I have current year open on main monitor and prior year on second monitor for reference instead of a paper copy. And I have the original client documents on my desk or in a scanned file if they have only sent attached or faxed copies.