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Roll to Tax is similar to Roll Forward, but sends documents to the tax project in the same period instead of the project of the same type in the next period.
This feature is not available on tax projects.

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Set one document as roll to tax

Right-click the document and click Edit document settings. Then under Roll Forward Options, enable the Roll to Tax checkbox.

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Set many documents as roll to tax

  1. Click one document, then hold Shift or Cmd/Ctrl to select additional documents
  2. On the bottom of the screen, click the rolling icon and select Roll to Tax

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Roll the project to tax

When you are ready to roll a project to tax:
1

Go to the project

Navigate to the project you are rolling into tax.
2

Open the dropdown

Click the dropdown at the top of the project.
3

Roll to Tax

Click the Roll to Tax button and update any details as needed before creating the project.
Trial balance values and balances from the CAS project are included when rolling to tax.