Phoebe,

    Maybe I need to restate our issue in getting our estimate payments to roll to the next year.  We have personally entered what the client has paid in 2019 Lacerte for estimate payments for 2020.  When we proforma'd the information we entered (date, check # amount) did not roll to 2020.  You mentioned putting a 1 in the top box, but it says if ALL estimate payments were made put a one.  We have many that have not made all of the estimate payments and not paid exactly what the estimate payment suggested.  Do we need to delete the ones that were not made in 2019 before proforma is done?  That information is still not rolling. It looks like once again we have to re-enter all of our detailed information again. Please help.  We are very confused.