Roll Forward Workpapers

Introduction

You can Roll Forward Workpapers to subsequent years if the same workpaper applies there as well. Follow the steps below to roll forward workpapers and remove roll forward when not required.

How to Roll Forward and Remove Roll Forward from Workpapers

Step 1: Login to Tax Sorted and head to Job Dashboard.

Step 2: Click on Workpapers > Action > Roll Forward/ Remove Roll Forward.

OR

Step 3: You will now receive a confirmation toast message at the bottom of your screen.

By following these steps, you can efficiently manage the roll forward process in Tax Sorted.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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