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Katerina_CLG
Level 1
January 20, 2026
Question

Proforma from 2023 to 2025

  • January 20, 2026
  • 2 replies
  • 2 views

We have some return clients from 2023 and we deleted their info from our 2024 Lacerte. Can I proforma them directly to 2025?

2 replies

IRonMaN
IRonMaN
Level 15
January 20, 2026

I don't think you can play leap frog with the software.  I believe you would have to proforma to 2024 and then to 2025.

Slava Ukraini!
    sjrcpa
    sjrcpa
    Level 15
    January 20, 2026

    That's what I have done.

    The more I know the more I don’t know.
      Intuit_Kallana
      Intuit_Kallana
      Level 7
      January 22, 2026

      The replies above are correct.  ProForma must be done from year to year, and does not allow for skipping a tax year as it is programmed to look specifically in the prior year folder for the clients to bring over.

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