Rolling Forward Returns

Tax return and client profile data can be rolled forward in a batch process from a previous tax year to the next tax year. Batch Manager allows you to set filter criteria to select specific returns for batch roll forward processing.

Note: If your firm uses tax return templates when creating new returns and the templates are not rolled forward to the year that you will roll forward returns to, first roll the templates forward. This will ensure that template data is applied to the returns when they are created. See Rolling Forward Templates for instructions.

Do the following to submit or schedule a batch job to roll forward returns:

1. Open Dashboard, click Application Links on the navigation panel, and then click Batch Manager under Tax.
2. Select New Job > Roll Forward > Returns from the Job Management group on the Home tab.
3. Use the filters to limit what displays in the grid. Click the Select Returns bar to show or hide filters. Setting filters to a value other than All results in fewer returns displayed in the grid.

Example: To see only Individual returns, select 1040 Individual from the Return Type list.

Tip: Batch Manager does not process returns in the order they are selected in the grid. Returns are processed concurrently on multiple servers. Therefore, you may consider selecting a value from the Return Version filter to roll forward a specific version.

Explain how to show, hide, or replace filters.

• Hide or replace. You can hide or replace all filters except the Tax Year and Return Type filters by clicking the down arrow beside the filter name. Select another filter to replace the current one or click Remove to hide the filter.
• Show. Click Add Filter and select an available filter from the list.

Explain the available filters and processing options.

Component	Description
Tax Year	Displays the selected tax year in the grid.
Return Type	Displays the selected return type in the grid.
Office	Displays all offices in the grid or limits the grid display to one office.
Business Unit	Displays all business units in the grid or limits the grid display to one business unit. This filter is available if your firm has configured at least one business unit.
Return Group	Displays all return groups in the grid or limits the grid display to one return group.
Last Activity	Displays all activities in the grid or limits the grid display to one activity.
Signer	Displays all signers in the grid or limits the grid display to one signer.
Year End	Displays all months in the grid or limits the grid display to one month.
Return Status	Displays all return statuses in the grid or limits the grid display to one status.
Status	Displays all roll forward statuses in the grid or limits the grid display to one status.
Return Version	Displays all return versions or limits the grid display to one version.

4. Click Go to display results for your filter criteria in the grid. If there is a large number of returns, a progress window displays.
5. Refer to or sort the Return Status column to determine the tax returns to roll forward.

You may also consider sorting the Password Protect column to locate returns that will require you to enter a password before continuing the batch process. You will also have the option to skip password protected returns.

6. Do any of the following:
   • Select individually. Select the check boxes to the left of the returns to include in your batch job.
   • Select all. Select the box at the top of the column to select or clear all returns in the grid.
   1. Show me the grid options.

   Component	Description
   Show selected returns only	Select to display only the returns that you have selected in the grid. Clear the check box to show all filtered returns.
   Find Next	Enter the complete criteria to search for specific records or enter partial information to search for similar matches in the Search box located at the top of the window. Then, click Find Next to select the first or next occurrence of your search criteria in the grid. Note: You can enter alpha, numeric, and special characters to locate records.
   Hide/Show Filters	Click the double up or down arrows near the top of the window to alternately hide or show filters, giving you more or less area in the window to review returns in the grid.

7. Click Continue to display your processing options. Your filter selections are saved the next time you create the same job type.
8. Select from the following Roll Forward Return options.

Component	Description
Client data	Select to roll forward using data from the client profile or from the prior year return.
Corporation options	Select to convert Corporation and S Corporation returns when rolled forward, if needed. These options display only for Corporation or S Corporation returns.
Include lists	Select to roll forward lists that exist in the selected returns, if needed.
Roll forward all selected, including suppressed	Select to override return-specific roll forward suppression settings, if needed.
Include all applicable prior year amounts	Select to roll forward the prior year amounts, if needed.
Apply template	Select from all valid templates for the specific return type and tax year to create the next year returns, if needed.

9. Do one of the following:
   • Click Submit Job to submit the job for immediate processing.
   • Click Schedule Job to schedule the job to process at another date and time. See Scheduling and Rescheduling Jobs for more information.