Would you like to transfer last year's tax files? [Can we get a check box?]

When installing ProSeries for the new tax year, the program asks the question "Would you like to transfer last year's tax files?" This usually requires that one review HomeBase from last year and sift out those files that will not be rolled forward, the reasons for which may vary widely.

Is there a quick way to put a check box on which files should or should not be rolled forward so that the program knows automatically which ones to pick up and which ones to leave behind? The current process of highlighting/selecting by file name is not a great way to do so.

For example, a check box in the 2021 program (on HomeBase or in the FIW) might work that addresses whether: the 2021 return is final; the client is no longer a client; the return was a projection; the return was the original return and only the amended should be rolled forward; etc. Such check box could instruct the 2022 program whether or not to transfer the return to 2022 (rather than us having to dig through file names).

Further, it is much quicker to do this during the tax year (after you complete the return) and from, say, HomeBase than it is to go back 8 months later.

Any technological approach to resolving the above process and making it more efficient would be welcome. Thanks.