nwempe
Level 3
01-31-2022
02:41 PM
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I haven't gone through all of them yet but some random states on a couple of individuals are not showing up in the list for that individual for 2021 even though the 2020 return was not a final return for that state.
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George4Tacks
Level 15
01-31-2022
09:25 PM
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I would delete any 2021 client that you have not yet worked on and do the proforma from 2020 again. There were multiple issues with doing the proforma too soon.
Answers are easy. Questions are hard!
nwempe
Level 3
02-01-2022
08:13 AM
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I haven't really worked on any clients substantially yet. If I just re-Proforma all clients will it overwrite the initial Proforma files?
George4Tacks
Level 15
02-01-2022
10:28 AM
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You will get a warning from the 2020 proforma. If you have done any work on a 2021, I would do a backup - then restore after the new proforma.
Answers are easy. Questions are hard!
Answers are easy. Questions are hard!
