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Retain Schedule Data (RSD) Options

The RSD routine rolls return and worksheet information from the previous tax year to the new tax year. It can not be run until the Year End routine has been completed.

It is most important to proceed through the Tab cards and check that the options in the RSD dialogs are correct. If you perform the RSD procedure on the entire Tax Ledger and the options chosen are not correct for your Practice, the routine needs to be run again.

Default RSD options

Tax defaults the options that you should accept so that as much historical information as possible is retained. We strongly recommend that you do not change these defaults.

If you've set your own defaults in a previous year, those defaults will be rolled over to the new year. Therefore if you were not satisfied with the results of the roll-over last year then it is strongly advised that you reset the defaults as shown in the following screenshots and read the information below on the function that each option performs.

These options function in the same manner irrespective of whether you roll over the whole ledger or just a batch of returns or roll each return as you commence work on it.

To check the RSD options
  1. Click Utilities > Practice default options > Retain schedule data.

  2. The General Tab window opens. These are the default options.

You can change these options but if you change Exclude returns not lodged in the previous year, all returns other than those you're still working on (or haven't started work on) and returns with front cover FINAL flagged will roll over. For example, returns for clients you no longer act for.

To avoid this, select Return properties > PAYG/Lodge and under the Current year section, select the Exclude from Rollover checkbox. See Exclude tax returns from roll-over.

Update Forms and Schedules as a batch (AE)

If you deselect Update forms and Schedules as batch, then we'll only process the highlighted return.

Leaving this option checked has no effect when your returns are rolled over when you first open them in the new year.

Exclude Returns not lodged in the previous year

This option applies only to Batch RSD. Many of the returns in your current tax ledger will not have been completed and lodged by the time you start processing and lodging the new current year returns. The Front cover will be rolled over but the tax return proper will only be rolled over when you elect to commence work on that return.

Exclude generic schedules with no dollar amounts

This option is selected by default. To ensure the integrity of values in the main form that are lodged with the ATO, we strongly advise that you allow the RSD program to exclude blank generic schedules from the roll-over.

Rolling blank Generic Schedules from year to year is dangerous! Information that you think is at the return label can be overwritten if you integrate from another schedule or worksheet that has a zero balance.

If you roll a blank schedule from one year to the next without reviewing the content in the new year then values imported from a general ledger will be overwritten if integration from the ‘rolled’ schedule occurs.

Retain Notes

This option is set by default so that notes will roll forward. If you deselect the Retain Notes checkbox:

  • all notes attached to your returns which have been added by using F9 during data entry will be excluded.

  • notes added to your return using PreparationSchedule Notes > New are always rolled forward regardless of how this checkbox is set.

Deselecting this checkbox may be useful in the situation where you have a lot of unnecessary notes being rolled from year to year so as to remove the Notes that no longer apply to your clients.

Alternatively, to maintain both types of notes manually select Preparation > Schedule Notes. Refer to Schedule Notes Index.

If you need the details of a Note prepared in a previous year, you can open that year and cut and paste the Note into any return as required.

Force RSD every return (AE)

This option should only ever be ticked where a return has previously been through the RSD process and you have changed the prior year return because of an amendment to it, or you have been instructed to perform the routine again because of a change to Tax. You should never attempt to Force RSD on a lodged return.

When you select this option every return that is included in the batch will be overwritten with the immediate prior year return details and if you have already commenced work on any of the returns in the batch, that work will be lost.

An example of when you would use this feature other than for a single return is where you are in a position of having to perform the RSD routine again for the entire ledger or for a range or batch of returns.

Clear All Selections (AE)

Selecting this option will clear every tab on the RSD dialog and will void the entire RSD process. Therefore you would only do it if you wanted a clear screen to make new selections which, of course, could easily be done by deselecting a checkbox you did not want and selecting a checkbox you did want.

Execute (AE)

In order for the RSD process to commence, you must select the Execute option. Click Execute or press Alt+X to proceed to the next screen.

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