The 2016 Returns tab in the Rollover Manager displays a list of all the 2016 returns that are available to be rolled over into the current product.
Payroll returns are not supported in ATX 2017. If you have not yet installed the 2017 W2 and 1099 or Payroll Compliance software, see W2-1099 or Payroll Compliance.
To view 2016 returns that are available for Rollover, open the Rollover Manager.
Returns that were rolled over in last year's product but not opened are grayed out in your current Rollover Manager. To rollover these returns, they must first be opened and saved in last year's program.
Column/Field Descriptions
The following table details the columns and/or fields appearing in the 2016 ATX™ 2017 Returns tab view:
|
Column/Field |
Description |
|---|---|
|
Return Name |
Name on the rolled over return. |
|
Client # |
An optional number that can be assigned to a client or customer, if desired. |
|
Type |
Return type, such as 1040 or 1120. |
|
SSN/EIN |
Social Security Number or EIN for the return. |
|
Telephone |
Telephone number associated with the return. |
|
|
Email address for the contact for the return that's being rolled over. |
|
Address |
Mailing address for the individual whose return was rolled over. |
|
City |
Residing city for the individual whose return was rolled over. |
|
State |
Resident state for the individual whose return was rolled over. |
|
ZIP |
ZIP Code for the individual whose return was rolled over. |
|
Preparer |
Name of preparer who prepared the rolled over tax return. |
|
Partner |
Name of the preparer's partner, if applicable. |