Roll Forward - Data Options

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

Options

Keep the GIFI notes

Keeps the notes for the financial statements.

Keep data for SR&ED projects (T661 Part 2)

Keeps the data relating to SR&ED projects (T661 Part 2).

Remove donation beneficiary names

Removes the donation beneficiary names entered in Schedule 2, Charitable Donations and Gifts (Jump Code: 2).

Keep the "Personalized Id. No." cell

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

Keep the reviewer's name

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

Keep the preparer's name

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

Keep the "Assigned to" cell

Keeps the name entered in the "Assigned to" cell in Form Corporate Identification and Other 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.

Notes and schedules

Keep the attached schedules

Keeps the descriptive information found in the attached schedules.

Keep 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.