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. |