ROLLOVER MANAGER

[michaelmars]

i have returns not being done this year, can i delete them from the rollover manager without affecting anything else in the program? these are copies of returns created for planning purposes or clients now deceased etc.

[Maribeth]

i have returns not being done this year, can i delete them from the rollover manager without affecting anything else in the program? these are copies of returns created for planning purposes or clients now deceased etc.

Michael, I don't believe you can delete them from the rollover manager. I thought that the returns shown in the rollover manager were actually a link to the 2006 program. If you were to delete the return in 2006, then it would not show up in the 2007 rollover manager.

Maribeth

[michaelmars]

i guess i should have tried before posting, but you are right, there is no way to delete one

[mcb39]

i guess i should have tried before posting, but you are right, there is no way to delete one

Why would you want to? Next year, they just won't be there....

[michaelmars]

I SORT OF use it as a control, a count of clients to call that haven't sent in their stuff yet and to plan my work schedule around.

[mcb39]

I SORT OF use it as a control, a count of clients to call that haven't sent in their stuff yet and to plan my work schedule around.

That Works for me.........

[neilbrink]

I SORT OF use it as a control, a count of clients to call that haven't sent in their stuff yet and to plan my work schedule around.

I go ahead and rollover the returns that I will be dropping and then delete them after they are rolled over in the 2007 program. This gives me a better picture of which returns are still left when I click on the "not rolled over" button in the Rollover Manager.

[Maribeth]

I go ahead and rollover the returns that I will be dropping and then delete them after they are rolled over in the 2007 program. This gives me a better picture of which returns are still left when I click on the "not rolled over" button in the Rollover Manager.

Great idea! Thank you, thank you, thank you!

Maribeth

[Randall]

I roll them over and send in extensions unless I know for sure they're not coming in. For those who don't return, there's a year delay in my program of getting dropped off.

[michaelmars]

great idea neal, good way to force the limitations of the program to work for you [and for me]

[Janitor Bob]

great idea neal, good way to force the limitations of the program to work for you [and for me]

I usually just roll over and go back to sleep