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 trustee information |
Keeps the trustee's name entered in Form Identification Trust and Other Information (Jump Code: ID). |
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Keep the certificate information |
Keeps the name and title of the person who signs the certification at the bottom of Form Trust Income Tax and Information Return (Jump Code: J). |
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Keep the reviewer's name |
Keeps the reviewer's name entered in Form Trust Identification and Other Information (Jump Code: ID). |
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Keep the preparer's name |
Keeps the preparer's name entered in Form Trust 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 Trust Identification and Other Information (Jump Code: ID). |
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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 the 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. |