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BaoyuLiu
Level 3
Jul 3, 2020 7:05 AM UTC
Question

transfer clients (Proforma to 2019)

I am trying to transfer client's tax information/proforma from 2018 to 2019. But it seems the feature is not currently available? Can someone help quickly? Thank you 

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1 reply

George4Tacks
George4Tacks
Level 15
Jul 3, 2020 2:32 PM UTC

Lacerte is always FROM TO, you start in 2018 program to proforma to 2019. You must also have the most current 2018 program to do that, so update 2018 and try again. 

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