Roll forward an engagement
When you roll forward an engagement, Engagement Manager creates a new engagement in the next reporting period with the same folder structure and account numbers.
important
Each engagement has a unique trial balance. When you roll forward an engagement, Engagement Manager creates a new trial balance that doesn't include current period balances.
If you have the permissions, follow these steps to roll forward an engagement.
- In Engagement Manager, open the engagement you want to roll forward and selectAdministration, thenRoll Forward.
- On theEngagement Informationscreen, you can edit the engagement name and type, assign staff and PIC, and edit tax information.
- SelectNext.
- Choose the number of prior years you want to include for reporting periods and selectNext.
- Select anEndingdate, thenNext.
- Mark the checkboxes if you want toClear tickmarksorClear workpaper referencein the rolled forward engagement.
- SelectNext.
- Mark the checkboxes and edit the properties of any workpapers you want to change. SelectNextwhen you're finished.
- SelectDoneto finish and roll forward the engagement.
Related Content
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Finalize an engagement
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