I have one client that no matter what I do I cannot get his organizer type to register. He doesn't show up on reports. I have copied the client and it still happens.

[George4Tacks]

Is the client "locked"? Try unlocking.

[robinjoy]

The client had a REP issue since never filed for 18.  Also had an off State return.  Once I deleted the state all is ok now.

[George4Tacks]

:+1:

[George4Tacks · Accepted solution]

I am glad this resolved. It is a bit early to jump in with both feet on both the organizer and proforma. Generally there are some severe bugs in at least the first two releases. 

[abctax55]

I wouldn't even go in with just one little toe yet.