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How to roll-forward prior year returns efficiently.
How to roll-forward prior year returns efficiently.
If you have many clients and desire to roll-forward all of their returns at one time, think about what you are trying to do for a moment. You will find that you are creating too much work for yourself! In other words, why must you roll forward each of your client's returns prior to working on them? You'll agree that you only have to return to each client's returns eventually in order to edit, add, delete, print, and possibly file them electronically. So, why not roll them forward as you work on the client for the first time this year?

TIP: After selecting a client, select 'Active Forms' from the menu of available forms. The Active Forms dialog displays each type of form in the selected client's current year and prior year database.

NOTE: Account Ability does not roll forward prior year returns automatically since many users prefer not to do so. That is, they issue new returns each year (e.g. 1099-S, W-2G, 1099-C, etc.) for each of their existing clients. That is why Account Ability leaves the roll-forward option up to the user.
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