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- 2023 Proforma
2023 Proforma
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amec
Level 4
01-04-2024
02:27 PM
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When do you recommend proforma-ing tax returns to 2023?
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2 Comments 2
abctax55
Level 15
01-04-2024
02:34 PM
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I wait as LONG as I can, and even do them one at a time as I need them if at all possible.
BUT, I don't start appointments, or get info from clients until late January.
I transfer all client by Feb 1st so I can use settings to track work flow.
YMMV
HumanKind... Be Both
abctax55
Level 15
01-04-2024
02:39 PM
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A warning to be careful if you do transfer some now/some later. Make sure you don't re-transfer ones you've already done work on in the 2023 program.
HumanKind... Be Both
