Kathleen1
Level 5

Is there a reason the prior year preparation fees (memo only) entry did not proforma to 2024

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sjrcpa
Level 15

Programmer error/omission.


The more I know the more I don’t know.
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Kathleen1
Level 5

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. 

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