Axcess - Roll forward a return (Missing Years)

ISSUE: Need to roll-forward a return multiple years to bypass missing, unfiled years

SOLUTION: See the steps below

Open Axcess Return Manager
Enter the client name/number
Locate the year of the return you want to roll forward
Select the checkbox of the return
Select Roll Forward from the toolbar
Select a Tax template that corresponds to your return type, this is mandatory

Select Create
The return will roll forward, have the template settings applied, and open up
Calculate the return and save it
Close the return
Repeat the steps above until the desired year is created

Please always select save to establish the return. If you close and do not save, the return will be removed with no recovery option available, even if you have worked on it.