Overview: When rolling over a binder, you can select a secondary source binder to include in the rollover. This allows you to combine content from two prior binders into a new annual binder and choose exactly which records to bring forward.
When to use an additional rollover source
Use an additional rollover source when you want to combine content from two prior binders into your new annual binder.
For example, you may roll forward a prior-year Accounts & Tax binder as your primary source binder, while also bringing across relevant queries, documents, or Workpapers from a recent Activity Statement binder.
What this means for you
Content from both your primary and secondary source binders is available in a single rollover workflow, this includes:
Workpapers
Documents
Notes
You can choose which Workpapers, documents, and notes to insert into the new binder, so only the records you need carry forward.
Requirements
Before using an additional rollover source, check that the status for all relevant binders (primary source binder and secondary source binder) you want to combine is set to Completed.
Roll over a binder with an additional source
When rolling over the previous year’s Accounts & Tax binder, an additional field is available called additional rollover source.
To include a secondary source binder:
Start the rollover for the previous year’s Accounts & Tax binder.
In the additional rollover source field, select the periodic binder you want to include in the rollover.
Review the Workpapers, documents, and notes surfaced from both binders.
Choose the records you want to bring into the new binder.
Select Insert to add the selected records to the new binder.