You can include the following items when rolling over dataset.

•Subconsolidations

•Attachments

•Active Workpapers

•My Reports

•Shared Reports

•Report Footnotes

•Security Access

•Scrunch Temporary Differences (You have the option to designate separate scrunch tag letters for current and non-current deferred balances.)

•Copy Notes

 

Dataset Rollover Options

 

Before rolling over a provision dataset to an interim dataset, remove check marks for the VA and NOL Automation options in My Datasets > Units > More > Other.