Roll Forward - Data Options

This panel allows you to select data that will be saved when the client files are rolled forward.

Options

Remove patients' names from the medical expenses form

Removes the names of patients from Form Medical Expenses (Jump Code: MED).

Remove donation beneficiary names

Removes the names of donation beneficiaries entered in Form Charitable Donations (Jump Code: DONATIONS).

Remove slip issuer names

Removes the slip issuer names.

Sort medical expenses by patients' names

Sorts the names of patients in Form Medical Expenses (Jump Code: MED) in alphabetical order.

Sort donations by beneficiaries' names

Sorts the names of donation beneficiaries entered in Form Charitable Donations (Jump Code: DONATIONS) in alphabetical order.

Sort slips by issuers' names

Sorts the slips by issuer's name in alphabetical order.

Keep answer to T1135 form (CAN$100,000)

Keeps the answer relating to Form T1135, Foreign Income Verification Statement, entered in Form Identification and Other Client Information (Jump Code: ID).

Keep answer to Elections Canada

Keeps the answer relating to Elections Canada entered in Form Identification and Other Client Information (Jump Code: ID).

Keep the "Personalized Id. No." cell

Keeps the personalized identification number entered in Form Identification and Other Client Information (Jump Code: ID).

Keep the reviewer's name

Keeps the reviewer's name entered in Form Identification and Other Client Information (Jump Code: ID).

Keep the preparer's name

Keeps the preparer's name entered in Form Identification and Other Client Information (Jump Code: ID).

Keep the "Assigned to" cell

Keeps the name entered in the "Assigned to" cell in Form Identification and Other Client Information (Jump Code: ID).

Keep the opening and closing paragraphs

Rolls forward the content of the opening and closing paragraphs of the Client Letter Worksheet (Jump Code: LW) into the Preparer Profile.

Roll forward files not used last year

Rolls forward last year’s client files whose returns were not filed, but whose data has been rolled forward.

Roll forward client files with pre-bankruptcy returns

Rolls forward client files with pre-bankruptcy returns to make them eligible for filing.

Notes and schedules

Keep the attached schedules

Keeps the descriptive information found in the attached schedules.

Keep the notes from client files

Keeps the notes entered in the client files properties.

Keep the notes attached to cells

Keeps the notes attached to cells.