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 “Personalized identification number” cell |
Keeps the personalized identification number entered in Form Identification and Other Client Information (Jump Code: ID). |
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Keep the reviewer’s name |
Keeps the reviewer's name entered in Form Client Identification and Other Information (Jump Code: ID). |
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Keep the preparer’s name |
Keeps the preparer's name entered in Form Client 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 Client Identification and Other Information (Jump Code: ID). |
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Keep the capital contributed value (T5013) |
Keeps the value entered on line Capital contributed in the "Capital account information" section of Form T5013. |
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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. |
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Keep the project information (T661 – Part 2) |
Keeps the data entered in "Part 2 – Project information" of Form T661. |
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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. |