Proforma options

If the donor and/or spouse gifts typically don't change from year to year, you can enter
X
in the
Proforma all gifts
field on the
709
screen. This will proforma information on the
Gift
and
G529
screen in subsequent years.
To exclude a client from the range of clients available for proforma in next year's application, enter
X
in the
Suppress next year's proforma
field on the
709
screen.
If you leave the
Proforma all gifts
and
Suppress next year's proforma
fields blank, the information entered on the
709
,
Contact
,
Letter
,
Donee
, and
Trust
screens and gifts for which you elected section 529 will proforma to next year. However, other information from the
Gift
and/or
G529
screens won't proforma.
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