Carry Forward - File Options

Saves the carried forward files in thedefault client file location.

Saves the carried forward files in the same folder as the client files from the previous taxation year. If the previous taxation year’s client files come from a number of folders and you want to use the same folders this year, use this option.

Saves the carried forward files in the specified folder. If you want to save all the carried forward client files in a single folder, use this option.

When single file is carried forward, this option allow you to save the carried forward file under another name and in another location than the one defined by default.

Displays the log automatically after a carry forward is completed.

Specifies the maximum number of carry forward logs saved by Cantax FormMaster.

This option allows you to select the desired carry forward type for the attached files.

Allows you to carry forward all files of the selected type(s), i.e. Excel, Word, PDF or Other.

Allows you to carry forward only the files selected for carry forward with the To carry forward check box, under the Attached Files tab in the Properties dialog box.

Replaces the existing version of the carried forward file. By default, if a current year client file with the same name and in the same location is detected, Cantax FormMaster will not perform the carry forward and will indicate in the carry forward log that the operation did not take place. Select this option only if you want Cantax FormMaster to replace the existing client file.

This option is only available when you show the options before carrying forward (see below).

Deletes the client file for the previous taxation year after the carry forward is completed. Select this option only if you do not want to keep client files for the previous taxation year. In the event of an accidental delete, the file can be retrieved from the Windows Recycle Bin.

This option is only available when you show the options before carry forward (see below).

Displays a dialog box that allows you to select the options for a specific carry forward. Clear this check box if you do not want to display the options when carrying forward a client file.