Taxprep Forms 2021.1.0

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 “Personalized identification number” cell

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

Keep the reviewer’s name

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

Keep the preparer’s name

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

Keep the "Assigned to" cell

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

Keep the capital contributed value (T5013)

Keeps the value entered on line Capital contributed in the "Capital account information" section of Form T5013.

Keep the number of partnership units acquired in the year (T5013)

Keeps the number entered on line Number of partnership units acquired in the year in Section "Partner's share or units" of Form T5013.

Keep the project information (T661 – Part 2)

Keeps the data entered in "Part 2 – Project information" of Form T661.

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.