Rollover consolidated binders
important
- Check to see if all charts have been rolled over by selectingBatch,Rollover Charts Status. All charts must be rolled over before rolling over binders.
- Rollover the federal topcon first. This automatically rolls over all the members that aren't marked as a final return.
- SelectBatch,Batch Process, and thenConsolidation.
- Select the consolidation you want to rollover, and selectNext.
- SelectRollover consolidation binder, and thenNext.
- In step 3, by default, all members are selected for rollover. If a member binder has already been rolled over once then it won't be rolled over again. Once members are selected, selectNext.noteIf a member filed a final return in the prior year, and theFinal Returncheckbox is marked in Organizer, the member will be removed from the members list of the previous year's topcon and the member won't rollover.
- Select to rollover the binders with or without the charts assigned.
- SelectSubmit.
- The Rollover Binder Status window has an Actions column to view issues when the status is yellow “Completed with errors” or red “Error”.
