Question
Lacerte 2025 transfer proforma - fid and exempt only
I have proforma'd all modules to Lacerte 2025, no problems. But when I go back into Fiduciary and Tax Exempt modules, the program is re-transferring all clients, all clients. Just Fid and TE (not individuals or any business module). I made a change of address to a fiduciary return and of course, going back in, the change in 2025 was erased because it re-transferred all clients again. I know it's early, maybe this is a bug that will work itself out, but I am concerned because no one else has complained about this yet. Thanks for listening.
