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:
  1. Select
    Returns Processing
    ,
    Preseason Processing
    ,
    Preseason In Your Office
    , and then
    Rollover
    .
  2. Select your account, year, and tax type, then
    Continue
    .
  3. Select the returns to rollover and
    Continue
    .
  4. Users with permissions to bypass or overwrite any existing current year returns are prompted at this time, if applicable. Select
    Submit
    .
  5. Make note of the batch number, then select
    Close
    .
  6. Go to
    Batch Status
    to review the status.

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