Rolling Forward 2019 Returns
File Import Roll Forward Prior Year
Account Ability maintains each of your client's Information Returns and Annual Wage Reports in distinct annual databases that can be rolled forward from year-to-year without any loss of prior year integrity.
To roll forward 2019 returns,
If you used Account Ability in 2019, and have not changed the selected client's Client ID, the 2019 returns will be located. If the 2019 returns are not found, use the Active Forms List to ensure the selected client had returns in 2019.
The Roll Forward dialog, shown below for form 1098, provides some useful options.
Roll Forward Dialog for Form 1098
Exclude returns marked VOID
If checked, 2019 returns marked VOID are not rolled forward. Otherwise, VOID returns are rolled forward with their VOID indicator cleared. When rolling forward ACA forms, VOIDS are always rolled forward with their VOID indicator checked.
Initialize for a new calendar year
If checked, only recipient demographics (i.e. name, address, taxpayer identification, account number, etc.) are rolled forward. If you used the 2019 version of Account Ability to begin entering 2020 returns, do not check this option.
Erase each recipient's note register
If checked, notes entered for reporting year 2019 are not rolled forward.
1098 ONLY - Do not roll forward data in the "Other" box
If checked, information entered in the "Other" box for reporting year 2019 is not rolled forward.
1095-C ONLY - Roll forward transmittal 1094-C
If checked, transmittal 1094-C for reporting year 2019 is rolled forward.