Rollover a prior year return for the 1st time

To rollover a prior year tax return that's not been previously rolled:
  1. Ensure your tax defaults have been rolled over by going to
    Admin
    ,
    Tax Defaults
    . You'll receive a message if your tax defaults haven't yet been rolled over. If needed, you can select your account and then
    Rollover
    .
  2. Next, go to
    Returns Processing
    ,
    Preseason Processing
    ,
    Preseason In Your Office
    , and
    Rollover
    .
  3. Select your account, year, and tax type, then
    Continue
    .
  4. Select the returns to rollover and
    Continue
    .
  5. Users with permissions to bypass or overwrite any existing current year returns are prompted at this time, if applicable. Select
    Submit
    .
  6. Make note of the batch number, then select
    Close
    .
  7. Go to
    Batch Status
    to review the status.

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