Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
In anticipation of the upcoming Exempt Org and Texas Franchise deadlines (5/15), we've compiled a list of the most common questions here.
In anticipation of the upcoming Exempt Org and Texas Franchise deadlines (5/15), we've compiled a list of the most common questions here.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Preforma
Preforma
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
MikeNow
Level 1
02-02-2023
09:38 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I can not get 2021 Tax Prep Fees to Preforma to the 2022 tax program. It does not preforma to Screen 5.1 Invoices or to Sch A prior year tax fees (memo only).
Anyone get a solution to this?
Labels
3 Comments 3
George4Tacks
Level 15
02-03-2023
02:09 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Have you done all the updates to 2021? When did you do the proforma?
Early use of the proforma often creates this type of issue. I have only done a few returns so far and all of them do NOT have the issue you are seeing.
Update 2021 and do ONE client again to see what transfers.
Here's wishing you many Happy Returns
melawell
Level 1
02-09-2023
09:50 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Same problem here, that solution did not work for me. What next????
MikeNow
Level 1
02-09-2023
10:38 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
To answer the earlier question, I do not preforma until things are well under way. program is always updated when possible both in 2022 and 2021 where the preforma is run from.
Here is what I did to overcome this flaw, not perfect but I got what I was looking for.
I assume you had your clients locked in the 2021 program like I do
1 Lock all clients that you have worked on, finished or in progress, in the 2022 program so you do not over write them.
2. Back up your clients in the 2021 program.
3. Unlock all your clients in 2021 program
4. Select all clients then go to File > Update Client Database
5. Preforma clients to 2022
6. Restore clients in 2021 from the backup so the return matches what was filed (this assumes you had them locked)
Downside is you are possibly not preforma-ing the return as was filed, since you unlocked it and the return may have been recalculated.
