MikeNow
Level 1

To answer the earlier question, I do not preforma until things are well under way.   program is always updated when possible both in 2022 and 2021 where the preforma is run from.

Here is what I did to overcome this flaw, not perfect but I got what I was looking for.

I assume you had your clients locked in the 2021 program like I do

1  Lock all clients that you have worked on, finished or in progress,  in the 2022 program so you do not over write them.

2. Back up your clients in the 2021 program.

3. Unlock all your clients in 2021 program

4.  Select all clients then go to File > Update Client Database

5. Preforma clients to 2022

6. Restore clients in 2021 from the backup so the return matches what was filed (this assumes you had them locked)

Downside is you are possibly not preforma-ing the return as was filed, since you unlocked it and the return may have been recalculated.

0 Cheers