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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- transfer clients (Proforma to 2019)
transfer clients (Proforma to 2019)
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BaoyuLiu
Level 2
07-03-2020
02:05 AM
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I am trying to transfer client's tax information/proforma from 2018 to 2019. But it seems the feature is not currently available? Can someone help quickly? Thank you
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George4Tacks
Level 15
07-03-2020
09:32 AM
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Lacerte is always FROM TO, you start in 2018 program to proforma to 2019. You must also have the most current 2018 program to do that, so update 2018 and try again.
Answers are easy. Questions are hard!
