Roll Forward - Data Options
This panel allows you to select data that will be saved when the client files are rolled forward.
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Options |
Keep the GIFI notes |
Keeps the notes for the financial statements. |
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Keep data for SR&ED projects (T661 Part 2) |
Keeps the data relating to SR&ED projects (T661 Part 2). |
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Remove donation beneficiary names |
Removes the donation beneficiary names entered in Schedule 2, Charitable Donations and Gifts (Jump Code: 2). |
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Keep the "Personalized Id. No." cell |
Keeps the personalized identification number entered in Form Corporate Identification and Other Information (Jump Code: ID). |
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Keep the reviewer's name |
Keeps the reviewer's name entered in Form Corporate Identification and Other Information (Jump Code: ID). |
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Keep the preparer's name |
Keeps the preparer's name entered in Form Corporate Identification and Other Information (Jump Code: ID). |
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Keep the "Assigned to" cell |
Keeps the name entered in the "Assigned to" cell in Form Corporate Identification and Other Information (Jump Code: ID). |
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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. |
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Notes and schedules |
Keep the attached schedules |
Keeps the descriptive information found in the attached schedules. |
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Keep notes from client files |
Keeps the notes entered in the client files properties. |
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Keep the notes attached to cells |
Keeps the notes attached to cells. |