I installed 2019 Lacerte, then proforma'd the files from 2018. Individual clients did not move over but system thinks it did. No proforma error, why cant I see on 2019

Forum|Forum|6 years ago
December 7, 2019
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Lacerte Tax

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Best answer by abctax55

Verify your data path is correct.

BUT, FYI, proforma'ing this early is a mistake (based on years of experience...especially recent years).

There WILL be updates/changes/corrections.

abctax55Answer

Level 15

Verify your data path is correct.

BUT, FYI, proforma'ing this early is a mistake (based on years of experience...especially recent years).

There WILL be updates/changes/corrections.

HumanKind... Be Both

George4Tacks

Level 15

You need to do the proforma the clients from the 2018 program. In the 2019 program press F10 and look at system file path. When in 2018, do another proforma and verify the system file path for 2019.

I would NOT do all of them now, as the program is notorious for having many flaws this early in the game. I do my return only and start to play with it for this year. There are also demo clients you can access from a RESTORE from C:\LACERTE\19TAX\DEMODATA\ that are a good practice. Be sure the SSN (or EIN) is all 9's and there will be no REP charge.

You also do the Organizer for 2019 from the 2018 program. I would NOT do all of them now, as the program is notorious for having many flaws this early in the game.

Answers are easy. Questions are hard!

A

andrewfoxcpaAuthor

Level 2

I have been doing this for 10-years so I know that the file path is correct. In fact, all of the other tax types transferred over fine (partnership s-corp, fiduciary, etc) just the individual did not.

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