Re-rolling returns
If you make changes to a prior year's return after it's been rolled over, you can re-roll the return.
important
If Thomson Reuters rolled over your returns and printed Organizers, a new Organizer won't be printed for the re-rolled return. This will need to be completed by your firm in
Returns Processing
, Preseason Processing
, Preseason In Your Office
, Organizers
.To re-roll a return:
- SelectReturns Processing,Preseason Processing,Preseason In Your Office, and thenRollover.
- Select your account, year, and tax type, thenContinue.
- Select the returns to rollover andContinue.
- Users with permissions to bypass or overwrite any existing current year returns are prompted at this time, if applicable. SelectSubmit.
- Make note of the batch number, then selectClose.
- Go toBatch Statusto review the status.
Related Content
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Rollover a prior year return for the 1st time
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Assign 'rollover without delete rights' to a user
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