Roll forward the notes and schedules attached to cells

Rolling forward attached notes

The notes attached to cells of the various forms can be kept when rolling forward the client file. To do so, the Keep this note when rolling forward the file check box in the Note dialog box and the Keep the notes attached to cells check box located under the panel Roll Forward > Data Options of the options and settings must be selected. By default, the notes attached to cells will be rolled forward.

Notes:

  • It is also possible to individually select the attached notes that you want to roll forward by selecting the Keep this note when rolling forward the file check box for each of the notes in Form Attached Notes - Summary (Jump Code: ATTN).
  • If a note has been attached to a cell, but this cell is no longer available after rolling forward the client file, the attached note will not be rolled forward.

Rolling forward attached schedules

By default, the schedules with total contained in the previous year returns are rolled forward to the multiple copy Form Attached Schedule with Total (Jump Code: ATTS).

Note: The amounts are not rolled forward in the new copy of the schedule.

By default, the notes and the schedules attached to the cells are rolled forward. If you do not want to roll forward the attached notes or the attached schedules, or both, proceed as follows:

  1. On the Tools menu, click Options and Settings.
  2. Under Roll Forward, click Data Options.
  3. To no longer roll forward the attached notes, clear the Keep the notes attached to cells check box.
    To no longer roll forward the attached schedules, clear the Keep the attached schedules check box.
  4. Click OK.