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Level 1
January 8, 2020
Question

Is there a way to go back and see/reprint Proforma Diagnostics?

  • January 8, 2020
  • 1 reply
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Proforma'd clients from 2018 to 2019 and a few clients came back as having issues via the Proforma Diagnostics. Is the a way to see the each clients individual proforma diagnostics or even reprint the entire list?
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1 reply

abctax55
Level 15
January 8, 2020

I don't think so (but paging @George4Tacks ...)

BUT, you could just re-proforma those particular clients (assuming you haven't entered any info in 2019 as it will overwrite it) and then print what you need.

HumanKind... Be Both
IntuitAustin
Level 10
January 8, 2020

@abctax55 wrote:

I don't think so (but paging @George4Tacks ...)

BUT, you could just re-proforma those particular clients (assuming you haven't entered any info in 2019 as it will overwrite it) and then print what you need.


There isn't a way. Once that screen goes, there is not a way to get it back without re-proformaing your clients. 

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