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L
Loriem
Level 1
January 4, 2022
Question

Do I have to unlock all of the clients in 2020 Lacerte in order to proforma them to 2021?

  • January 4, 2022
  • 1 reply
  • 6 views

I am trying to roll over the 2020 Lacerte database to 2021 and I am getting a lot of errors.  For example, the clients (1040 returns) that I moved all came across as "single" and when I try to change anything, I get the  "error While Updating Tax Services Data" box. 

Also..Do I have to unlock all of the clients in 2020 Lacerte in order to proforma them to 2021?

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1 reply

George4Tacks
George4Tacks
Level 15
January 4, 2022

Historically there have been problems with the proforma process. It is best wait as long as possible to do it. I just proforma clients "As Needed" until at least mid to late January. Be sure to update the 2020 program before using proforma or organizer. The single issue was mentioned quite a while ago. Are you up to date 41.1215

If you are getting errors, wait until the next update and try again. 

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