Roll a case forward
Start next year's case from a completed case while carrying the client details and document chase list.
Source reviewed Product documentation
Finish this year's case and choose Mark complete. In the case header, choose Roll forward to FY …. On the Complete tab of Cases, the row offers Roll forward FY … as another way in.
The new case keeps the client and entity type, and carries forward the document chase list. Check the new financial year and its Awaiting list before requesting anything; last year's list is a starting point for this year's evidence.
If next year's case already exists, the header changes to Open FY … case. Open that case rather than creating another. Last year's workbook remains with last year's case; build this year's paper from this year's source files.