Preseason: Re-rolling Prior Year Returns

Applicable to GoSystem Tax only.

If you make changes to a 2020 return after we complete the rollover to 2021, a message appears when you open the 2021 return, telling you that changes were made to the 2020 return after rollover to 2021. You can decide whether you want to manually re-roll the 2020 return to 2021.

We will not reprint Organizers automatically for re-rolled returns.

Re-rolling a Tax Return from a Prior Year When the Current Year Return Already Exists

Login to GoSystem Tax.
On the top menu, select Returns Processing.
From the side menu, select Preseason Processing > Preseason in Your Office.
Select Rollover > Select Returns.
Select Account, Year, and Tax Type, and click Continue.
Select each return individually, or scroll to the bottom of the page, and click Select All. Click Continue.
Select Rollover (Overwrite any Return Info for 2021).
Click Submit.
Note the batch number, and click Batch Status. Click Continue.
Click Batch ID Number to review the rollover status.

RS Browser/preseason_rerolling_returns.htm/TY2021

Last Modified: 06/11/2020

Last System Build: 02/03/2022