George4Tacks
Level 15
01-01-2022
11:09 AM
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Lacerte does things differently. You always use the old year to do the Proforma and the Organizer. To prepare for 2021, go to the 2020 tax program.
It is still just a bit early to do any mass proforma. I would wait until the 2021 program is actually functional, i.e. Schedules and Forms start to show in the Forms view.
Do a few that you want to do planning on, but hold off on mass proforma.
I "think" the organizer works now, but again - wait as long as possible to give the programmers time to get it right.
Answers are easy. Questions are hard!