The file is in X:>Lcerte>YYtax>Option YY

The file is USBILL2.IW3 for Idividual, use P for Partneship, C for Corp, etc.

It looks a bit like this

Not fun!!!

I just go to (this year) 2023 and increase the prices to 2024 figures BEFORE I do the proforma. That way 2023 & 2024 are the same for new 2023 or 2024 clients.