JEJ
Level 1
06-06-2024
04:32 PM
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It seems that there are many fields (carryovers, etc) that are marked with the non-residential state during the proforma process. I'm not sure what this could potentially affect, but it makes me nervous so I end up changing the state back to the residental state. Does the "Database Report State" field on screen 1 Client Info (under Miscellaneous Info) mean anything? It also usually seems to default to the non-residential state even though Lacerte help says that field should match the Resident State as of 12/31. It often doesn't. Any thoughts?