prior year prep fee in screen 5.1

Forum|Forum|1 year ago
January 31, 2025
2 replies
8 views

I'm wondering if anyone knows if prior year prep fee will return to screen 5.1? 2009 - 2022 is there, but now 2023.

This topic has been closed for replies.

Level 15

When did you process your proforma from the prior year? If you are not seeing this, I suggest you do the Proforma again for those clients you have not yet done input for. IT IS THERE ON MY RETURNS which I did not proforma until a week ago.

Answers are easy. Questions are hard!

J

js12

Level 2

I always put a Prior year fee column on the home screen. Lacerte 2023 showed amounts without a hitch. It did not populate on the home screen when I did my 2024 proforma (all zeroes), although the 2023 fee transferred into Client Detail just fine. What can I do to make it show up?

abctax55

Level 15

@mbataxhorse

@js12

Probably not what you want to hear but I'm not having an issue with either of the scenarios. Not even on clients I proforma-ed back in Nov to do projections.

1) make sure both 2023 and 2024 programs are updated.

2) proforma a handful of clients again (ones you haven't done any work on in the 2024 file, or you'll lose that input).

Hopefully updating will trigger the info.

HumanKind... Be Both

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