Short-Year Rollover: Rolling Over the Return in RS Browser

The browser path to Short Year Rollover begins with selecting the Returns Processing tab in the top menu, and then Preseason Processing > Preseason in Your Office. This is the same path that is normally used to rollover returns. A new option, Short Year Rollover, is now available in the navigation pane on the left side of the screen.

To access the Short Year Rollover option in the Browser:

In the Browser, select Returns Processing in the top menu.
Select Preseason Processing > Preseason in Your Office.
Select Short Year Rollover > Select Returns.
The Short Year Rollover screen displays the same set of choices that are used to define a regular return or rollover locator, but unlike those returns only the 1065 or 1120 return Type can be selected. Select the search criteria, and then select the Continue button.
On the next screen, select the return to rollover by selecting the check box by the name. Then, select the Continue button.
The Short Year Rollover dialog box is displayed. Select Close.
On the menu, select Preseason Processing > Preseason In Your Office > Short Year Rollover > Batch Status.
Enter the Date the Batch Submitted (From and To). Select Continue.
Select the Batch ID link on the Short Year Rollover Batches Found screen.
A dialog box confirms the Rollover Status is Complete. Select Cancel.

RS Browser/short_year_rollover_2.htm/TY2021

Last Modified: 02/13/2020

Last System Build: 02/03/2022