This article applies to:

Roll forward a engagement

You can create a new engagement based on a prior period engagement with engagement rollforward.

To roll forward a client engagement:

Open the engagement you want to roll forward.

Select File
, then Rollforward
.

Enter a name for the new engagement.

Enter the date of the fiscal year end for the period under audit.

Choose the Compliance Supplement
you want to use for the new engagement.

Rollforward Best Practices recommend you use an equal or newer version of the title.

Select the SMART Practice Aids modules you want to include.

Select the practice aid title for this engagement.

Select Next
.

Mark the checkbox for each general audit program you want roll forward exactly as it appeared in the prior period.

Review the Rollforward Settings for each workpaper.

Select Rollforward
.

Select Finish
.