About Roll Forward

Last modified 07:54, 24 Apr 2017

Overview

The purpose of roll forward is to speed up data entry by reducing the information that you have to enter. Roll forward works by copying previous years' tax data to the current tax year. 

Roll Forward Types

There are three roll forward options to choose from:

  • Roll Forward the Tax Data
    Carries forward all narrative information from the previous tax return.

  • Retain Previous Year Amounts
    Carries forward monetary values entered in the previous year.

  • Retain Notes
    Carries forward all notes associated with the selected tax return.

Note

You can only Roll Forward the data for clients that have a previous tax return.

Batch Roll Forward

You can roll forward the tax return data for several clients using Batch year creation and roll forward.

Simple Batch Roll Forward

batch tax year creation and roll forward.png

  1. Select File > Tools > Batch year creation and roll forward year creation and roll forward. The Tax return selection wizard appears with the Select tax year step.

tax return selection window.png

  1. Select the tax return year from the Roll forward tax returns to tax year drop-down.

  2. Click Next. The Filtering Clients step is displayed.
    You can filter clients by:

  • Company
  • Department
  • Office
  • Partner responsible
  • Assignment Manager
  • Assignment Partner
  • Manager
  • Personal Tax Manager
  • Personal Tax Partner
  • Personal Tax Team Member
  • Team Member
  1. Click Next. The Client Selection step is displayed. 
    Do one of the following to select clients:
  • Click the check box next to Client Code to select all clients.

tax return selection window - client selection.png

  • Click the check box next to individual clients.

Note

You can only Roll Forward the data for clients that have a previous tax return.

  1. Click Next. The Tax return roll forward options appear.

  2. Select the roll forward options that apply:

  • Roll Forward the Tax Data

  • Retain Previous Year Amounts?

  • Retain Notes?

  • Create Statement of Account?

  1. If needed, add Workflow Defaults details. Choose a workflow template from the Select a workflow template to attach to the new tax returns drop down list.

  2. Click Next. The Creating tax returns step is displayed showing a list of the selected tax returns including the Client Code, Name, Type, Status and Message details.

  3. Click Finish. The Status changes as the tax returns are In Progress, Rolled forward, and then Completed. After the step completes, the Roll forward results list opens in a new tab. You can Print the list, Export it to PDF or Close the tab.

roll forward results in new tab.png

Batch Roll Forward using a Report

The Batch Tax Return Selection and roll forward wizard can also be run from Central’s Find Clients screen allowing improved filtering options.

To run the batch roll forward wizard via Central's Find Client screen:

  1. Use a relevant report or search criteria to list available clients.
  2. Select the required clients, either all clients or a sub set.
  3. In the Tasks Bar select the batch roll forward button.png button to run the wizard.

Note

The Filtering clients step is not used when running the wizard from Central's Find Clients screen. When filtering is required this must be applied in the Central report.

Not all clients selected in the Find Clients screen may appear in the wizard's Client selection step. Only clients with no tax return for the selected tax year appear in this step.

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