Click the Rollover button on the clients and tax return browse to create a new tax year. When you click the button on an existing tax year the following message will appear.
Once the procedure ends, a new tax year will be generated.
Note: The status must be set to ‘Submitted’ before a rollover can be run on a clients tax return. To update the status on a return simply right click on the return in the browse and click the Status option or click the Status button on the toolbar.