Rolling Forward Templates

Tax templates data can be rolled forward in a batch process from a prior tax year to the next tax year. Batch Manager allows you to set filter criteria to select specific templates for batch roll forward processing.

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

1. Open Dashboard, click Application Links on the navigation panel, and then click Batch Manager under Tax.
2. Select New Job > Roll Forward > Templates 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. If you do not see the Creator filter, you can add it by clicking Add Filter and selecting Creator. To remove the Creator filter, click the Creator filter label and select Remove. Setting filters to a value other than All results in fewer templates displayed in the grid.

Example: To see only Individual returns, select 1040 Individual from the Return Type 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.
Creator	Displays all templates created by the selected staff name.

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.

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.

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

   Component	Description
   Show selected templates only	Select to display only the templates that you have selected in the grid. Clear the check box to show all filtered templates.
   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 templates in the grid.

6. 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.