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Rollover process

Rollover consolidated binders

important
  • Check to see if all charts have been rolled over by selecting
    Batch
    ,
    Rollover Charts Status
    . All charts must be rolled over before rolling over binders.
  • Rollover the federal topcon first. This automatically rolls over all the members that aren't marked as a final return.
  1. Select
    Batch
    ,
    Batch Process
    , and then
    Consolidation
    .
  2. Select the consolidation you want to rollover, and select
    Next
    .
  3. Select
    Rollover consolidation binder
    , and then
    Next
    .
  4. In step 3, by default, all members are selected for rollover. If a member binder has already been rolled over once then it won't be rolled over again. Once members are selected, select
    Next
    .
    note
    If a member filed a final return in the prior year, and the
    Final Return
     checkbox is marked in Organizer, the member will be removed from the members list of the previous year's topcon and the member won't rollover.
  5. Select to rollover the binders with or without the charts assigned.
  6. Select
    Submit
    .
  7. The Rollover Binder Status window has an Actions column to view issues when the status is yellow “Completed with errors” or red “Error”.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax,ONESOURCE International Tax
  • Subject: Consolidations,Roll forward / rollover

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