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Proforma to 2021 - clients are not visible

Lena2020
Level 1

Dear All;

I proforma-ed 2020 TR to 2021 TR (all tax-types/modules). However, I can see only Individual Type, and could not see others.

Please advise;

Note: i tried to google the solutions b

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1 Comment 1
George4Tacks
Level 15

First - Can you see the modules for the other types? If not - https://proconnect.intuit.com/community/install-products/help/installing-additional-tax-modules-and-...

Second - Have you confirmed  data path? https://proconnect.intuit.com/community/schedule-k-1/help/reasons-a-client-file-will-not-proforma/00...

 


Here's wishing you many Happy Returns
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