NuttyCPA
Level 1

Does anyone have an ETA of when we will receive an update fixing the Lacerte 20 to 21 Proforma Issues?

Issues we are still seeing:

1.  Individuals are all showing filing status as Single and no filing status is showing marked on the 1040

2.  All clients are showing up as the first firm number instead of keeping it's correct firm number.

3.  Partnerships -- Partners are missing their ID numbers.

4.  Individuals -- if there was more than one email address, none of the email addresses are proforma'ing over.

Has anyone tried to proforma again since last week and it worked?

 

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