And if you *absolutely insist* that the statuses not change, then your best route is to do one of two things:

 1) Copy/Paste the entire data directory somewhere else, change to that location in your Ctrl+O(ptions) | Setup (first) tab, and do all of these changes there.  This will leave your "live" data unchanged, with F4/status set as it was last done while working on the returns.
  * Make certain to change your Ctrl+O(ptions) setting BACK to your live/actual data when you are done with Organizers & pro forma'ing.
  * Note that if someone comes along and makes a change to any given client, since they are still in the "live" data, YOU do not have that data.

 2) Somewhat less drastic: make copy that you store somewhere of JUST the data tables (nothing in the "Detail" or "Notes" or "EF" folders in the client data path, just those "data*.*" files).
  Make all of these changes and printouts as I have described, with your "live" data.
  When completely done, DELETE the "data*.*" files in your data directory, and replace them with the ones that you copied/saved elsewhere.
  * NOTE again that if someone else has made <some change> to <something> along the way (new street address, delete an email, add a date of death, whatever), that change will be DESTROYED because it was in the files that you deleted and replaced with the old data.
  * Specific example: if someone does a Ctrl+A(dd new client), the detail/notes file that they might input would still be there, but since your replacement (old) data table does not HAVE that client, there would be an orphan record floating around.
  * For this reason, if you choose this route, it is best done over a long stretch when you can reliably count on NO-ONE being in the program to do ANYTHING AT ALL.  (Like, long holiday weekends coming up, or being told, "do NOT log in to Lacerte, and if you do, DO NOT make ANY changes.  To anything.")



Robert Kirk
LTUGtools