Roll Forward - File Options

Saves the rolled forward files in the default client file location.

Saves the rolled forward files in the same folder as the client files from the previous taxation year. If the client files from the previous taxation year come from a number of folders and you want to use the same folders this year, use this option.

Saves the rolled forward files in the specified folder. If you want to save all the rolled forward client files in a single folder, use this option.

When a single file is rolled forward, this option allow you to save the rolled forward file under another name and in another location than the one defined by default.

Displays the log automatically after a roll forward is completed.

Specifies the maximum number of roll forward logs saved by Personal Taxprep.

This option allows you to select the desired roll forward type for the attached files.

Allows you to roll forward all files of the selected type(s), i.e. Excel, Word, PDF or Other.

Note: If CCH Scan or iScan is used, you should not select the option allowing you to roll forward PDF documents. It is preferable to individually select the files for roll forward with the To roll forward check box, under the Attached Files tab in the Properties dialog box.

Allows you to roll forward only the files selected for roll forward with the To roll forward check box, under the Attached Files tab in the Properties dialog box.

Displays a dialog box that allows you to select the options for a specific roll forward. Clear this check box if you do not want to display the options when rolling forward a client file.