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Level 1
December 7, 2019
Question

Is there a way to suppress proforma in Lacerte 2018? I make projection copies and would like to proforma all (minus suppressed) rather than go through individually.

  • December 7, 2019
  • 3 replies
  • 19 views

Examples - amended return versus originally filed, 2019 Projection copies, 2018 with multiple scenarios, etc.

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3 replies

abctax55
Level 15
December 7, 2019

No, I don't think so  ( ..but I'm tagging George in case I'm wrong)

My M.O is to use the status function & segregate my files as Projections, etc.

I move all the returns that were actually FILED (including any amended ones..) to a status called "To Be Proformaed".

Then F-3, select all of those, & proforma awaaaaaaay.

FYI, I wouldn't proforma all (or even any, unless it's a file you are using for projections...) until January (at the earliest).  There WILL be changes/fixes/updates.

HumanKind... Be Both
abctax55
Level 15
December 7, 2019
@George4Tacks   If anyone knows of a way, it would be you :smile:
HumanKind... Be Both
George4Tacks
Level 15
December 7, 2019

You can suppress Organizer in Screen 3 - Organizer Miscellaneous

I do not know of any way of automatically suppressing proforma. I would use a distinctive client numbering for testing - such as TESTXXXX or PROJXXXX as the client number so that they would be easy to sort out when you finally do the proforma. I would hold off as long as possible on doing the proforma to allow updates to fix the inevitable OOPS!

Answers are easy. Questions are hard!
sjrcpa
Level 15
December 7, 2019

I use a Do Not Proforma status.

The more I know the more I don’t know.