wevcpa
Level 1
 
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abctax55
Level 15

Yes.... about 8.5 weeks ago...

HumanKind... Be Both
jharvey
Level 4

Actually, they do carry forward if you re-proforma the client file. You likely transferred them over fairly early, before the year to year transfer work was completed by the developers. 

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abctax55
Level 15

Nope... I transfer my files at late as possible usually late January.

They may have fixed it, now, but it wasn't *fixed* in time to be useful.  Unless one waits to to transfer individually, as clients come in.   That doesn't work for my practice.

And it wasn't fixed for organizer purposes.  

The other issues is meals at 100% prior year vs meals @ 50 % for 2023

 

HumanKind... Be Both
jharvey
Level 4

I remember it being fixed in early January, not late January. But yes, good point, it was broken for a while there.