![ProConnect Help](https://uxfabric.intuitcdn.net/web-app/sh-exp-pcg-app-experience/pcg_ohh_icon.2bb472dd.png)
Failure during proforma processing or "failed to transfer" when attempting to proforma client
by Intuit• Updated 2 years ago
Attempting to proforma or transfer a specific client from one tax year to the next fails with the following error:
"Failure during Proforma processing. Processing of client: [client #] was incomplete."
Followed by:
"Failed to transfer. Please verify that the client forms can be viewed in YYTax then retry."
To resolve this error:
A locked file usually causes these errors. Follow these steps.
- Select the client and go to the Client menu.
- Select Unlock Return.
- Select Yes to make a copy of the client file before unlocking.
- Enter in the client number for the copy and select OK.
- Select the copy of the return and select the Forms tab to calculate the return.
- After calculating the return, proforma the client.
If the client still won't proforma:
If the client file is not locked, or the above solution doesn't resolve the issue, try the following:
Related topics:
Sign in now for personalized help
Ask questions, get answers, and join our large community of Intuit Accountants users.
More like this
- Understanding why some client data did not proforma in Lacerteby Intuit•49•Updated March 14, 2024
- Using the Proforma Wizard to transfer client files to the current yearby Intuit•114•Updated December 21, 2023
- How to resolve Lacerte e-file error - unable to batch client for transmissionby Intuit•11•Updated 2 years ago
- Understanding e-file transmission failure errors in Lacerteby Intuit•35•Updated 2 years ago
- Troubleshooting Lacerte e-file transmission failure: error 702/707 - Program is no longer currentby Intuit•6•Updated December 01, 2023