George4Tacks
Level 15

If you proforma, you will be warned that you will wipe out the new proforma file. This issue is not new. The very short window to get everything done shows. I seldom do a proforma during the tax year. I try to wait and do it in the processing year, that way hopefully all of the bugs are fixed.

Pick one client you know is a mess. Do a new proforma and see how it works for that one client. IF AOK, then do the others. 

Good Luck

 


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