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With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
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- 2022 Proforma/Organizer in 2021 Lacerte
2022 Proforma/Organizer in 2021 Lacerte
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cbumpers10
Level 1
11-24-2022
12:38 PM
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The 2022 Proforma Wizard appears to be operational in my 2021 software, but when I click on Organizer I get a message asking if I want to reprint a prior year organizer. Is the 2022 Organizer not released yet? I can't find a news item that addresses this.
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George4Tacks
Level 15
11-26-2022
09:05 AM
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The data for the organizer is in the complete return year (currently 2021) so you use that year program to print the organizer for next year (2022). The same is true for the proforma..
IMHO, it is way to early to do either, other then for a specific client or just to do a test run to see how it works. I have done my personal return. There are often many bugs that do not get worked out until at least late December.
Here's wishing you many Happy Returns
