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. |