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Roll over form data for a client in e-Form RS

From the client form list, you can choose to roll over data for one or more of a client's forms. The data is rolled over from the current year to the next year.
  1. Select
    My Clients
     from the Clients menu.
  2. Select a client, then
    Client Form List
    .
  3. Mark the checkboxes for the forms in the
    Select
     column that you want to roll over.
  4. Select
    Roll Forms to Next Year
    , then one of the following:
    • Rollover Text Data Only
       to rollover text data.
    • Rollover All Form Data
       to rollover all data entered on the form.

This article applies to:

  • Product: e-Form RS
  • Subject: Roll forward / rollover

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