Proforma 2019 to 2020

Forum|Forum|5 years ago
December 24, 2020
1 reply
13 views

Are there problems with the Proforma process for Individuals? I Proforma'd all at the same time and all modules worked except for Individuals. I got all of the details that indicate the information was transferred to the Lacerte/Tax20/IDATA folder but when I go into the 2020 Lacerte it is not accessing the information for Individuals. I double and triple checked which folder the system is pointing and all looks correct. Naturally, Tech Support is closed.

Lacerte Tax

This topic has been closed for replies.

George4Tacks

Level 15

You mention "Lacerte/Tax20/IDATA" but you did not mention the drive. Make sure in 2020 that you look at Settings > Setup > Review the Data Path and verify it is the same drive you indicate data should go to in 2019.

Also check that you are on the latest update - Press F10 > look at Versions > 2020 Federal Tax = 41.0109

There are problems with 2019 and there is a planned update for January 7, 2021 https://proconnect.intuit.com/community/lacerte-tax-news-updates/discussion/organizer-issues-to-be-resolved-on-january-7th/00/110967

Answers are easy. Questions are hard!

J

Jaybird 12Author

Level 2

I verified the drive and all the other modules worked fine which are pointing to the same drive. It's baffling. It's like the program doesn't see the data file but the drive designation both from the 2019 Proforma Report and Options in Lacerte 2020 are pointing to the same location.

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