George4Tacks
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 15
		
	
				
		
	
		
			
    
	
		
		
		01-24-2025
	
		
		09:00 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
			- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
If you proforma, you will be warned that you will wipe out the new proforma file. This issue is not new. The very short window to get everything done shows. I seldom do a proforma during the tax year. I try to wait and do it in the processing year, that way hopefully all of the bugs are fixed.
Pick one client you know is a mess. Do a new proforma and see how it works for that one client. IF AOK, then do the others.
Good Luck
Answers are easy. Questions are hard!