There are a number of procedures you need to carry out to roll over to the new financial year. These are outlined below to help ensure a smooth transition into the new financial year. Typically, these procedures are performed by your APS Practice Management Administrator.
End-of-year user guides
This guide contains information on how to perform a Matter Rollover and then complete a Tax Rollover, including how to create a Standard Matter for the new year and explain tax return rollover options and procedures. To roll over the existing year’s tax returns, make sure you have a new year tax matter and the matter is attached to the client where a new year tax return is required.
This guide describes how to set up the new financial year, holidays and productivity and matter rollover in Practice Management.
Related articles
Video tutorials
Learn how to roll over last year's matter for the new financial year (Practice Management Year End Matter Rollover video)
Watch how to deal with Staff Budgets for the new financial year (New Year Staff Budgets video)