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When will the Proforma feature be available to transfer client data from 2017 to 2018?

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Level 2

After installing the 2018 program in Lacerte, I attempted to proforma my clients from 2017 to 2018.  A box popped up, reading:  "This feature will be available when the Proforma/Organizer update is released later in 2018."

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Level 7

Are you proforma ing 2018 from 2017 program? If so, have you updated recently? Our version for 2017 is 38-1112. 

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Level 7

Are you proforma ing 2018 from 2017 program? If so, have you updated recently? Our version for 2017 is 38-1112. 

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The proforma capability is there, please update your 2017 to the proforma release, and you should be good to go.

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