> ## Documentation Index
> Fetch the complete documentation index at: https://docs.denari.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Roll to Tax

> Send documents from a CAS project to the corresponding tax project.

Roll to Tax is similar to [Roll Forward](/papers/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**.

<Note>
  This feature is not available on tax projects.
</Note>

## 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.

## 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**

## Roll the project to tax

When you are ready to roll a project to tax:

<Steps>
  <Step title="Go to the project">
    Navigate to the project you are rolling into tax.
  </Step>

  <Step title="Open the dropdown">
    Click the dropdown at the top of the project.
  </Step>

  <Step title="Roll to Tax">
    Click the **Roll to Tax** button and update any details as needed before creating the project.
  </Step>
</Steps>

Trial balance values and balances from the CAS project are included when rolling to tax.