Topics

Roll forward all clients to next year in Personal Tax

  • Create a backup of your Personal, Business and Trust Tax database.
  • Make sure that any clients who had returns in the previous tax year but shouldn't be rolled forward are marked as
    Inactive
     or
    Dormant
    .
  1. Make sure that the default tracker is correct for the following year.
    note
    If you need to change the default tracker after you roll forward clients, you can only do so on a client-by-client basis.
  2. Select
    Tools
    , then
    Global Client Operations
    .
  3. Choose the type of clients to roll forward.
    note
    You can create a return for clients who have not finalised in the previous year.
  • If, after rolling forward, you add schedules to the client in the previous year, Personal, Business and Trust Tax will not pull them forward automatically.
  • Clients that aren't selected can be rolled forward individually.

This article applies to:

  • PRODUCT: Digita Personal Business and Trust Tax