Is there a way to suppress proforma in Lacerte 2018? I make projection copies and would like to proforma all (minus suppressed) rather than go through individually.

Examples - amended return versus originally filed, 2019 Projection copies, 2018 with multiple scenarios, etc.


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No, I don't think so  ( ..but I'm tagging George in case I'm wrong)

My M.O is to use the status function & segregate my files as Projections, etc.

I move all the returns that were actually FILED (including any amended ones..) to a status called "To Be Proformaed".

Then F-3, select all of those, & proforma awaaaaaaay.

FYI, I wouldn't proforma all (or even any, unless it's a file you are using for projections...) until January (at the earliest).  There WILL be changes/fixes/updates.

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abctax55 , Do I want to be a Champion?
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