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- Lacerte 2025 transfer proforma - fid and exempt only
Lacerte 2025 transfer proforma - fid and exempt only
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RBRCPA
Level 1
a week ago
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I have proforma'd all modules to Lacerte 2025, no problems. But when I go back into Fiduciary and Tax Exempt modules, the program is re-transferring all clients, all clients. Just Fid and TE (not individuals or any business module). I made a change of address to a fiduciary return and of course, going back in, the change in 2025 was erased because it re-transferred all clients again. I know it's early, maybe this is a bug that will work itself out, but I am concerned because no one else has complained about this yet. Thanks for listening.
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PhoebeRoberts
Level 11
a week ago
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I think this is something specific to you. Call tech support and they can help you track down what's happening. If you've got multiple people / computers, my guess is that someone who wasn't you said, "Oh, sure, proforma these people again." My next guess would be something weird with your data paths.
