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Proforma from 2023 to 2025

Katerina_CLG
Level 1

We have some return clients from 2023 and we deleted their info from our 2024 Lacerte. Can I proforma them directly to 2025?

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3 Comments 3
IRonMaN
Level 15

I don't think you can play leap frog with the software.  I believe you would have to proforma to 2024 and then to 2025.


Slava Ukraini!
sjrcpa
Level 15

That's what I have done.


The more I know the more I don’t know.
Intuit_Kallana
Employee
Employee

The replies above are correct.  ProForma must be done from year to year, and does not allow for skipping a tax year as it is programmed to look specifically in the prior year folder for the clients to bring over.

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