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.

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.

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