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.
