Rollover clients to the next year
Log in to Tax.
In the top menu bar, click Clients, Rollover.
The options available are:
Rollover all Individual Income Forms (Form I).
Rollover all Non-Individual Income Forms (Forms P, T, C, SMSF).
Include inactive clients (for clients with forms above who are inactive).
Make your selection by ticking the option box(es).
Click the Rollover button to rollover clients to the next year. Any tax forms matching the selected criteria will be rolled to the next year.