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Kathleen1
Level 5
February 5, 2025
Question

proforma of prior year preparation fees

  • February 5, 2025
  • 1 reply
  • 5 views

Is there a reason the prior year preparation fees (memo only) entry did not proforma to 2024

    This topic has been closed for replies.

    1 reply

    sjrcpa
    sjrcpa
    Level 15
    February 5, 2025

    Programmer error/omission.

    The more I know the more I don’t know.
    K
    Kathleen1Author
    Level 5
    February 5, 2025

    Just spent 30 minutes on the phone with an inexperienced agent to find out that they discovered the error, apparently between 11/14 when we proforma'd most of our clients and 11/27, when we proforma'd a few more.  But they apparently didn't bother to alert us so we would know to reproforma our clients before we started entering info. 

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