FYI. The original pro-forma did not "roll forward" the Texas Information on Screen 1 Client Information. Furthermore, the pro-forma erroneously stuck part of that information in Screen 4 under WebFile Number. To the extent you can, you can run the proforma process again and it appears to correctly transfer everything - or at least things people have caught for Intuit so far. For those partnerships you have already started or even finished and ones that you clearly don't want to redo again, you will need to fix the information in both screens. Obviously, you will need to be careful to cherry pick the ones you can redo the proforma vs the ones you cannot.

Uggh....