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N
nwempe
Level 4
January 31, 2022
Question

Is anyone having a problem that all of the states for an individual did not proforma to the 2021 software?

  • January 31, 2022
  • 1 reply
  • 5 views
I haven't gone through all of them yet but some random states on a couple of individuals are not showing up in the list for that individual for 2021 even though the 2020 return was not a final return for that state.
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1 reply

George4Tacks
George4Tacks
Level 15
February 1, 2022

I would delete any 2021 client that you have not yet worked on and do the proforma from 2020 again. There were multiple issues with doing the proforma too soon.

Answers are easy. Questions are hard!
N
nwempeAuthor
Level 4
February 1, 2022

I haven't really worked on any clients substantially yet.  If I just re-Proforma  all clients will it overwrite the initial Proforma files?

 

George4Tacks
George4Tacks
Level 15
February 1, 2022
You will get a warning from the 2020 proforma. If you have done any work on a 2021, I would do a backup - then restore after the new proforma.
Answers are easy. Questions are hard!
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