austin2
Level 2

I'm having an issue with the two year comparative Federal income tax summary form.

Currently on clients that we imported from Pro FX it only displays the current year, but not the previous year.

We imported clients from Pro FX into Lacerte 2019 and corrected any issues with the import, then used the proforma feature to bring the clients into Lacerte 2020.

Has anyone else had this issue? Any insight would be helpful.

Thank you

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