I have noticed that when creating a new tax year return the system does not carry forward few pieces of information such as DOB, agent details (ie if we want to show a different contact name and address), employment, interest list, etc .
I am afraid that not carrying forward basic information can lead to mistakes and only increases time in preparing the work.
Guest
The roll forward feature allows for this information to roll into a new tax year.
To trigger the feature a return must be set to Finished (at the top of any screen, currently saying 'In Progress')
After this has been changed, when creating a new period, the option to 'Roll forward from previous tax year will appear'.
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