Rollover Manager
Use the Rollover Manager to roll over income and property tax returns from last year, or to roll over sales tax returns from last quarter or last month.
If last year's version of Payroll is not installed on the system (or not installed in the default location), you'll receive a message asking you to browse for the correct system folder.
The following data is transferred into the current year’s return:
- Names
- Carry forward data from passive activity losses, capital losses, net operating losses, and contributions
- Names of business, rental, and farm properties
- Names of companies, shareholders, partners, and beneficiaries for business returns
- Data from customized master forms
- User-entered notes on individual cells in forms (only those notes marked Permanent will be rolled over)
- Itemized, text, and custom lists
- Custom List templates (User-specific. Only users who create them can roll them over.)
- Client Letters (attached to a return)
- Global Client Letter Templates (including customizations)
Custom lists are rolled with returns that are rolled over from last month or last quarter.
Client Letters with associated obsolete forms in 2023 do not roll over.
To open the Rollover Manager, click the Rollover Manager tab at the top of the application.
Rollover Manager
Rollover Manager Tabs
Rollover Manager has two views – 2023 Returns Tab and Last Month/Quarter Tab. To select a view, click the desired tab above the list of returns.
2023 Returns Tab
When you roll over last year's return, the program retrieves selected data from the last year's return and uses this information to populate the corresponding forms for the current year.
Last Month/Quarter Tab
The Last Month/Quarter Tab lists your clients returns from a prior month or quarter available for rollover.
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