Aggregator Rollover from Prior Year

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Information can be rolled into the next tax year by selecting the Rollover tool icon in the "Tools" column.

Bulk Rollover Options:

Option 1: Select Specific Instances

1. Locate the Select column in the instance list.
2. Check the box(es) for the instances you want to rollover.
3. Click the Select dropdown menu in the top-right corner of the screen.
4. Click Rollover Selected Instances to complete the process.

Option 2: Select All Instances

1. Click the Select All button in the top-right corner of the screen.
2. Click Rollover Selected Instances to complete the process.

To learn more about rollover options for K1 Aggregator, please view this article:

K1 Aggregator Rollover Settings

This does not apply to 990 Tracker Aggregator tenants. K1 Aggregator rollover for 990 Tracker is initiated by the 990 Tracker rollover process.

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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