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amec
Level 5
January 4, 2024
Question

2023 Proforma

When do you recommend proforma-ing tax returns to 2023?

 

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2 replies

abctax55
abctax55
Level 15
January 4, 2024

I wait as LONG as I can, and even do them one at a time as I need them if at all possible.  

BUT, I don't start appointments, or get info from clients until late January. 

I transfer all client by Feb 1st so I can use settings to track work flow.

YMMV

HumanKind... Be Both
    abctax55
    abctax55
    Level 15
    January 4, 2024

    A warning to be careful if you do transfer some now/some later.  Make sure you don't re-transfer ones you've already done work on in the 2023 program.   

    HumanKind... Be Both
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