Kathleen1
Level 5
02-05-2025
01:12 PM
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Is there a reason the prior year preparation fees (memo only) entry did not proforma to 2024
sjrcpa
Level 15
02-05-2025
01:23 PM
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Programmer error/omission.
The more I know the more I don’t know.
Kathleen1
Level 5
02-05-2025
02:27 PM
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Just spent 30 minutes on the phone with an inexperienced agent to find out that they discovered the error, apparently between 11/14 when we proforma'd most of our clients and 11/27, when we proforma'd a few more. But they apparently didn't bother to alert us so we would know to reproforma our clients before we started entering info.