Roll Forward - File Options
This panel allows you to select the options for the roll forward of client files.
Select the location for the rolled forward files |
Default client file folder |
Saves the rolled forward files in the default client file location. |
Same folder as source file |
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. |
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Specify a folder |
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. |
Prompt for file name when single file rolled forward |
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. |
Show log after roll forward |
Displays the log automatically after a roll forward is completed. |
Number of roll forward logs |
Specifies the maximum number of roll forward logs saved by Corporate Taxprep. |
Attached files |
Roll forward attached files |
This option allows you to select the desired roll forward type for the attached files. |
Roll forward by file types |
Allows you to roll forward all files of the selected type(s), i.e. Excel, Word, PDF or Other. |
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Only roll forward files selected for roll forward |
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. |
Show options before roll forward |
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. |