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A lot of my client files won't proforma. All client files are locked. A good number do proforma but that are a lot that won't. I'd like to know when Lacerte will fix this so I don't have a large time commitment to find those that won't proforma, then unlock, then proforma and finally relock.
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1) do a complete, good, clean back-up (or two)....IF you don't already have one/two.
2) Unlock ALL returns
3) Proforma in blocks of 50 or so, with 2018 open to keep a check on the running total of clients.
That way, IF there's still a problem, you only have to look at a block of 50 for any that didn't proforma.
I did it that way on Wednesday, and had no issues.
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Isn't that the point of locking a return so that when Lacerte does updates it doesn't change the numbers after you have efiled the return? So you have what was actually filed and those numbers get performa'd over.
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Has this issue been resolved for Individual, Business and Fiduciary returns yet? When I called back today, after reporting this last week and being told they were working on a fix, I am being told there is no history of an issue and nothing is currently being worked on.