When will the proforma wizard be fixed to make sure all locked clients will properly proforma so I don't have a big time commitment to find and fix each one?

Forum|Forum|6 years ago
December 7, 2019
2 replies
26 views

A lot of my client files won't proforma. All client files are locked. A good number do proforma but that are a lot that won't. I'd like to know when Lacerte will fix this so I don't have a large time commitment to find those that won't proforma, then unlock, then proforma and finally relock.

Lacerte Tax

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Best answer by IRonMaN

It's a known issue that has unknown resolution date.

IRonMaNAnswer

Level 15

It's a known issue that has unknown resolution date.

Slava Ukraini!

abctax55

Level 15

1) do a complete, good, clean back-up (or two)....IF you don't already have one/two.

2) Unlock ALL returns

3) Proforma in blocks of 50 or so, with 2018 open to keep a check on the running total of clients.

That way, IF there's still a problem, you only have to look at a block of 50 for any that didn't proforma.

I did it that way on Wednesday, and had no issues.

HumanKind... Be Both

T

taxladyinOR

Level 2

I worry about it changing the clients return. Isn't that the whole point of locking a return in the first place? For example, Say you do a return and efile it and all and lock it on Feb 1st. Since then, Lacerte has done a number of updates that can and will make calculation changes. So if you go and unlock the return it will update the return and will be different than the originally filed return. Then you go to performa the clients to the next year and the numbers carried over could be wrong. It's not going to affect every single client, but you just don't know which ones.
Isn't that the point of locking a return so that when Lacerte does updates it doesn't change the numbers after you have efiled the return? So you have what was actually filed and those numbers get performa'd over.

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