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 trustee information

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

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).

Keep the reviewer's name

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

Keep the preparer's name

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

Keep the "Assigned to" cell

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

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.