PM/SA Solution rolls forward the following:-

• Supplementary schedules, e.g. Employment, Partnership, etc.
• All drill down data detail, e.g. bank interest, pension payments, etc. Note that the actual amounts are set to zero
• Bank account and Nominee details
• Account and basis periods are automatically taken forward one year
• Carry forward boxes such as Losses & Overlap Relief
• Payments on account from last year
• Various minor details such as eligibility for blind persons allowance, etc.