George4Tacks
Level 15
No. Print the General Info. for each client and put it on top of each client's folder. That is the test method I can suggest for any NOT going to keep the software. Lacerte does a good carrryover, but if it is converted I would strongly suggest spending the time to be sure each of the returns exactly matches what was filed for 2020 before doing a proforma to 2021 - especially depreciation and state and federal carryovers.
Lacerte even has a special check box to indicate you have done that if converting TO Lacerte.

Here's wishing you many Happy Returns

View solution in original post