This is where you learn the program. Get the Lacerte version to match the copy you have. Post questions for the rough spots that you can not get to match, but take one topic at a time OR Contact Support https://proconnect.intuit.com/support/en-us/help-article/taxation/contact-lacerte-help/L4c6BR3CZ_US_...

When you get it just right go to Screen 3 (for the Individual) and scroll down to just above Organizer Miscellaneous and REMOVE the check mark for Converted client (proforma use only). That will allow for a cleaner proforma to the next year.