If you do not currently have all twenty (20) of your F4/statuses assigned, you can use one of those.  I have one which is specifically named "For Pro Forma", to which our preparers assign a client whose return information they are inputting (for example, a prior year return handed over when someone is being onboarded) so that they get rolled forward.

New clients Ctrl+A(dded) are by default assigned to status "New".  We have many other statuses used, for when a return is begun by the Preparer, when they pass it on for review, when it has been reviewed, when I am getting a day's files ready for efiling transmission, when they have been ACK'd (or rejected and converted to paper) and so on.  We have another status for "#s Theoretical", which is used for test cases, estimates, Powers of Attorney, and so on.

In addition to F4/status, we also include information in our client # column.  We use a five-character client # method: first letter of surname + four-digit (sequential addition); I am client K0795 (the 795th client added whose name begins with 'K').
  That leaves us three characters available, so if I need an estimate voucher scenario, we might Ctrl+C(opy) my file to "K0795EST".  If I do a different test of what happens with/without these seventeen depreciable assets, that might be "K0795TST".  An amended return would be "K0795X", AND the original return would be Ctrl+N(reNamed) to "K0795OLD".
 * ONLY client #s that are the original five (5) characters long, OR are "X"/amended returns, get Organizers and rolled forward in Pro Forma; OR any client who is of F4/status "For Pro Forma".

.

If you have to this point made no use of the F4/status capabilities, then you have a long row ahead of you.

My recommendation in that case would be, "start."  Create your first one, of something along the lines of "For Pro Forma", and you can add others of your own as you go forward through the years.

For your first batch, I would:
 - click on the "EFile Clients" (top left panel of the Client List);
 - on the efile status Filter (lower left panel of the Client List), I would select "Federal Accepted";
 - F3/select "all";
 - F4/change all clients to <that new status of For Pro Forma>.

Then return to the "all clients" listing, sort by column "Status", and you can go through adding to "For Pro Forma" only those clients remaining that are not yet there.  (Voluntarily paper files, decedent returns, prohibited forms, et cetera.)



Robert Kirk
LTUGtools