Is there a way to go back and see/reprint Proforma Diagnostics?

Forum|Forum|6 years ago
January 8, 2020
1 reply
7 views

Proforma'd clients from 2018 to 2019 and a few clients came back as having issues via the Proforma Diagnostics. Is the a way to see the each clients individual proforma diagnostics or even reprint the entire list?

Lacerte Tax

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abctax55

Level 15

I don't think so (but paging @George4Tacks ...)

BUT, you could just re-proforma those particular clients (assuming you haven't entered any info in 2019 as it will overwrite it) and then print what you need.

HumanKind... Be Both

IntuitAustin

Level 10

@abctax55 wrote:

I don't think so (but paging @George4Tacks ...)

BUT, you could just re-proforma those particular clients (assuming you haven't entered any info in 2019 as it will overwrite it) and then print what you need.

There isn't a way. Once that screen goes, there is not a way to get it back without re-proformaing your clients.

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