Bulk tax year roll-forward

Taxfiler by IRIS provides a tool which allows the bulk creation (roll-forward) of tax returns for a new tax year.

This is found in TOOLS on the Taxfiler by IRIS menu. This tool is available for SA100, SA800 & SA900.

CT600s are not covered by the bulk roll forward as unlike Self Assessment returns they happen throughout the year.

Run the bulk roll-forward

To run the 'rollforward', select TOOLS from the Taxfiler by IRIS menu and then select Run Bulk Roll Forward.

Select the year

From the drop-down list, select the year to be created.

Add clients to roll forward

After selecting the year, select + Add clients to select clients to roll forward. A new window displays which will allow you to choose the clients you wish to include.

Client selection window

This window will show the clients that are available to be rolled forward.

Clients are included in the selection if:

• they DO NOT already have a tax return for the selected year.

• they DO have a tax return for the previous year.

You can filter clients using the client type (Individuals, Partnerships or Trusts) or show all clients. You can also filter on status ( exclude closed or cancelled returns etc.). Use the search clients input to help narrow the search.

Tick the box next to any client(s) you wish to include, or click in the box in the header 'code' to select all listed clients.

Select+Add clients to add the selected clients to the list.

Review the list of clients

You can continue to use the client selection dialog to add more clients to the list, by selecting +Add clients to list..

Clients can be removed from the list by ticking the box next to a client(s) and selecting x Remove clients from list.

Rolling forward

When the list of clients to roll forward is complete, select Rollforward clients. You will be able to review your final selection before confirming the roll forward, select Roll forward to confirm and finalise.

After confirming, the tax returns will be created and a confirmation window displays.