Year-End Rollover Process

During the year-end rollover process, you copy data from P12 of the last year to P1 of the current year. Perform these tasks:

1. Use the Load Data task to load either Book data and/or Trial Balance data to the new period.

2. From the Tax Automation Screen, run the OnDemand_CopyTaxRules rule to copy Tax Automation rules from the prior period to the current period.

   Tax Automation data is stored in Entity [None] and in the Tax Automation cell text label for all the Tax accounts defined with an automation rule.

3. From the Tax Rates data form, run the OnDemand_CopyTaxRates rule to copy all Tax Rate data from the prior year to the current year.

4. From the Tax Credits, Tax Credits Regional, Tax Losses, or Tax Losses data form, run the OnDemand_CopyTLCExpirationYearrule to copy the Tax Losses/Credits Expiration Year cell text from the previous year/period.

5. From the Tax Credits, Tax Credits Regional, Tax Losses, or Tax Losses data form, run the TLCOriginationYear rule to write the Tax Losses/Credits Origination Year to cell text.

6. Use the Database Management Copy feature to copy Tax Account data from one period to another. See Copying Tax Account Data.

   Include these accounts:

   • All base accounts of A#TaxAccounts subgroup

   • All base accounts of A#OtherTaxAccounts subgroup

   • All base accounts of A#SupplementalSchAccounts subgroup