How to Use a Roll Forward

In Tallyfor a Roll Forward is the copying of any prior year Trial Balance structure. This way you don’t need to make your groups, rename your accounts or make your tax categories again!

Tallyfor just copies what was done last year. Tallyfor does not roll for the financial information like a traditional financial roll forward. 

From the Client Screen click the  + Icon to add a new Adjusting Trial Balance.

Select the ATB you want to Roll Forward, and the new year, if necessary. The "New Roll Forward" button will create a new ATB.

If you want to also copy the Journal Entries from a prior Trial Balance, keep the checkbox "Journal: roll forward" selected. (It is selected by default)

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