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 |
Remove patients' names from the medical expenses form |
Removes the names of patients from Form Medical Expenses (Jump Code: MED). |
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Remove donation beneficiary names |
Removes the names of donation beneficiaries entered in Form Charitable Donations (Jump Code: DONATIONS). |
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Remove slip issuer names |
Removes the slip issuer names. |
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Sort medical expenses by patients' names |
Sorts the names of patients in Form Medical Expenses (Jump Code: MED) in alphabetical order. |
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Sort donations by beneficiaries' names |
Sorts the names of donation beneficiaries entered in Form Charitable Donations (Jump Code: DONATIONS) in alphabetical order. |
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Sort slips by issuers' names |
Sorts the slips by issuer's name in alphabetical order. |
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Keep answer to T1135 form (CAN$100,000) |
Keeps the answer relating to Form T1135, Foreign Income Verification Statement, entered in Form Identification and Other Client Information (Jump Code: ID). |
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Keep answer to Elections Canada |
Keeps the answer relating to Elections Canada entered in Form Identification and Other Client Information (Jump Code: ID). |
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Keep the "Personalized Id. No." 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 Identification and Other Client Information (Jump Code: ID). |
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Keep the preparer's name |
Keeps the preparer's name entered in Form Identification and Other Client Information (Jump Code: ID). |
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Keep the "Assigned to" cell |
Keeps the name entered in the "Assigned to" cell in Form Identification and Other Client Information (Jump Code: ID). |
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Keep the opening and closing paragraphs |
Rolls forward the content of the opening and closing paragraphs of the Client Letter Worksheet (Jump Code: LW) into the Preparer Profile. |
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Roll forward files not used last year |
Rolls forward last year’s client files whose returns were not filed, but whose data has been rolled forward. |
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Roll forward client files with pre-bankruptcy returns |
Rolls forward client files with pre-bankruptcy returns to make them eligible for filing. |
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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. |