Rollover system components

The rollover process rolls over several components of the system from one year to the next.

Go to Setup
, and select Rollover
.

Select the Year
to rollover from and make a selection for one or all of the rollover components.

Select one or all of the rollover components.

Select Rollover
to complete the process.

Components that rollover

Items that rollover for each component
Component	Rollover items
Filing groups	Rolls over jurisdictions, filing groups, other estimate and extension info, and user created tax laws.
Data sources	Rolls over both federal and state data source selections.
Calculation and payment options	Rolls over both federal and state calculation and payment option selections.
State modifications and adjustments	Rolls over user created state modifications and adjustment descriptions, and mappings to each source system.
State credits	Rolls over state credit descriptions.
Federal tax adjustments	Rolls over federal tax adjustment descriptions.
Federal miscellaneous items	Rolls over federal credit and extraordinary descriptions.