T1 Rollover from 2003 VisualTax files


In 2003, we increased the yearly summary from 3 years to 5 years.
The 5-year summary was constructed automatically by the program by going automatically to the previous year's folders.

It appears that you may have saved some returns last year without specifying all previous years folders and the 5-year history may be incomplete in some of them. When you open a 2003 return, the 5-year summary shows complete as it is dynamically populated from prior years but it must be saved before the historical data become part of the 2003 tax return.

In the 2004 program the 5-year summary is based exclusively on what was available in 2003 5-year summary after you saved the return.

To ensure that you get the full 5-year summary for all returns in 2004 and also future years we would suggest the following:

1. Run the T1-2003 program and enter all previous years data folders in Configure | Data directories.
2. Click on Utilities | 'Re-calculate and Save All Tax Returns'

Step 2, will read all returns one at a time, save them and establish the 5-year tax summary for all returns in 2003.

This historical summary will then be carried forward to 2004 and future years once you Rollover the return or returns from 2003 to 2004.