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990 Tracker Rollover Instructions for Admins

How 990 Tracker admins roll engagements into a new tax year.

Completing an engagement rollover to a new tax year is a simple process. Please follow the steps below to start a new Tax Year for an existing engagement.

Step 1

Log in to your 990 Tracker admin account

Step 2

Go to the correct year tab and search for the organization

Step 3

When you select the organization name, you will see the green 'Start Engagement' button - click this button to start the rollover

Step 4

Select the items you wish to include, and check the "Rollover" checkbox

Step 5

Click 'Yes' to 'Rollover User Permissions'

Step 5

Click on 'Start Engagement'

Step 6

Double-check the Engagement to verify it has all the expected features in the new tax year.

The rollover process only works for consecutive years, so you cannot skip years. As an example, you cannot rollover from 2021 to 2023 - you can rollover from 2022 to 2023.

All YMCA rollover requests must be approved by YUSA (Aracelia or Dues) before being completed. If a YMCA location requests a rollover, use the 'YUSA Rollover approval' macro.