Rolling Forward Clients
Client Import/Export Roll Forward
The Client (Filer, Entity) Management module maintains your clients in distinct annual databases that can be rolled forward from year-to-year without any loss of prior year integrity. If you used Account Ability in 2019, you will probably want to roll forward the 2019 client register.
To roll forward the client register,
If the prior year database, AA2019.abs, is not found, the exception
is raised. Otherwise, the Roll Forward Client Register dialog is displayed,
Roll Forward Client Register Dialog
Exclude filers who were inactive in 2019
If checked, clients who were marked inactive during the 2019 reporting year are not rolled forward.
Exclude filers who terminated business last year
If checked, clients who terminated business during the 2019 reporting year are not rolled forward.
Exclude filers who filed a final return last year
If checked, clients who filed final returns during the 2019 reporting year are not rolled forward.
Exclude filers with a tax reporting year prior to 2019
If checked, clients with a reporting year prior to 2019 are not rolled forward.
Exclude filers marked for corrected returns only
If checked, correction clients are not rolled forward.
Erase each filer's note register
If checked, each client's 2020 Note Register is erased.
(SECURITY) Roll forward passwords used in 2019
If checked, all passwords used in 2019 are rolled forward to 2020.
Select a specific client from the list below or leave blank for all clients
This option contains a list of all Clients used in 2019 that can be rolled forward. You can select a single client from this list or leave it blank to select all clients. In the illustration above, only Client RENA would be rolled forward.