Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

2020 Federal Income Tax Summary missing data

austin2
Level 2

I'm having an issue with the two year comparative Federal income tax summary form.

Currently on clients that we imported from Pro FX it only displays the current year, but not the previous year.

We imported clients from Pro FX into Lacerte 2019 and corrected any issues with the import, then used the proforma feature to bring the clients into Lacerte 2020.

Has anyone else had this issue? Any insight would be helpful.

Thank you

Labels (1)
0 Cheers
1 Solution

Accepted Solutions
George4Tacks
Level 15

In 2019 Screen 3, last item of Miscellaneous is a check bot for Converted Client ... If you have reviewed the 2019 for accuracy, including items like carryover, depreciation, state then remove the check mark and the 2020 proforma will have what you want. 

Unfortunately that is not well advertised to those that do conversions. If you are not too far into input on the 2020, then remove the check mark and do the proforma again. 

 


ex-AllStar

View solution in original post

2 Replies 2
George4Tacks
Level 15

In 2019 Screen 3, last item of Miscellaneous is a check bot for Converted Client ... If you have reviewed the 2019 for accuracy, including items like carryover, depreciation, state then remove the check mark and the 2020 proforma will have what you want. 

Unfortunately that is not well advertised to those that do conversions. If you are not too far into input on the 2020, then remove the check mark and do the proforma again. 

 


ex-AllStar

View solution in original post

austin2
Level 2

Thank you! That worked.

0 Cheers