I’ve noticed that the initials of the person who reviewed the 2014 return are carrying forward to 2015. While this is something we like for the partner initials (as that remains constant) we do not want the reviewer initials to carry forward. We use that cell to identify the person actually reviewing the file which could be one of three people. Is there somewhere that I am missing where I can turn this carry forward off?
We can add an option to control this. Are you carrying forward TaxCycle files?
Yes and thanks.