Jaybird
Level 2
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Are there problems with the Proforma process for Individuals?  I Proforma'd all at the same time and all modules worked except for Individuals.  I got all of the details that indicate the information was transferred to the Lacerte/Tax20/IDATA folder but when I go into the 2020 Lacerte it is not accessing the information for Individuals.  I double and triple checked which folder the system is pointing and all looks correct.  Naturally, Tech Support is closed. 

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