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Prepare the next reporting cycle using an existing setup

Learn how to roll over an existing workflow to prepare the next reporting cycle.

Written by Yuliya Chakhovich

Steps

  1. Open Workflows, choose the tax type and find last year's workflow in the list.

  2. Open its Workflow actions menu and select Rollover. Loctax copies the workflow to the following year.

  3. Select Rollover to confirm.

  4. Open the new workflow, check its scope, tasks and assignees, and start it when it's ready.

What carries over

  • Your manual edits at task level stay in place.

  • Manual due dates move to the same day next year.

  • Relative due dates stay relative, so they follow the new periods.

To start from a copy for the same year instead, use Duplicate.

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