2022-2023 Proforma/Organizer

[amec]

When clients are rolled over from 2022 to 2023, which program (year) determines how accurate that proforma is?

I know a lot of people recommend waiting to roll over until January, but I don't think we will be able to push it out that far.

[abctax55 · Accepted solution]

The organizer comes from the 2022 program (see comment below).

Proforma'ing to 2023 is irrelevant to the organizer.  BUT, waiting until a lot later to proforma is a smart move.   Other than using 2023 for tax planning, there is not much in the program that's usable.

IF you want to do organizers before year-end, I'd wait for at least one more update (like maybe one to day as it is Thursday ;-).  Any software changes to the organizer part of program are highly unlikely; Intuit is focused on the 2023 program.  At least, IMHO.  YMMV.

[amec]

What we are really using it for, and why we would proforma so early, is for engagement letters. We use the Database reports/letters to do engagement letters. So, we'd update client addresses and billing amounts in 2023 and generate the letters.

If you have a different suggestion/method you use, I'd love to hear it. This is kinda labor intensive, and as you said, proforma-ing early isn't really the best choice program-wise.

[abctax55]

MY engagement letter is generated with the organizer in the individual module.... which does come from the 2022 software so proforma'ing isn't necessary.  

You do have to create the text; Lacerte's version is blank.  I've developed mine over the decades, based on an original from my E&O provider with modifications.