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AustaxTSV's avatar
AustaxTSV
Experienced Cover User
6 years ago

Excluding returns from rollover

Hello 

 

We are in the process of tidying up our lodgement list and are starting to look at excluding returns from rollover by bulk return edit. 

 

http://help.myob.com/wiki/display/taxau2018/Exclude+tax+returns+from+roll-over#expand-TousetheBulkReturneditroutine

 

When will these returns drop off the 'tax returns due for lodgement list'? Do we need to do the rollover in a specific year if the client has not been with us for multiple years, or does this not matter?

 

Any assistance would be appreciated. 

 

Thank you 

Sarah-Louise Cook

  • Hello AustaxTSV 

     

    Thanks for your question regarding Exclude from Rollover.

     

    After you exclude a return from rollover, when running the new Compliance install (in this instance the installer for 2019.0), the return will not be included in the rollover. So it won't be created in the following year. It will however still be there in the current year. The exclude from rollover is only relevant for the current year - so it will still rollover if you did the Exclude from Rollover in a previous year.

    Click here for the more updated article for Exclude from Rollover.

     

     

    There is also an option for return not required.

  • Hello AustaxTSV 

     

    Thanks for your question regarding Exclude from Rollover.

     

    After you exclude a return from rollover, when running the new Compliance install (in this instance the installer for 2019.0), the return will not be included in the rollover. So it won't be created in the following year. It will however still be there in the current year. The exclude from rollover is only relevant for the current year - so it will still rollover if you did the Exclude from Rollover in a previous year.

    Click here for the more updated article for Exclude from Rollover.

     

     

    There is also an option for return not required.