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🔍 What is PROFORMA files and Prior Year Carry Forward?

When you run the Prior Year Carry Forward (PYCF) in SureFire, the prior year's SureFire returns are accessed and you then select which returns to carry forward. These returns are loaded as PRF files in the PROFORMA folder inside your SureFire program folder.

📝 Important Notes

The carry forward process also populates the database for your Non-Returning Client List (NRCL).

The NRCL, found on the Reports menu, provides mailing labels and a list of returns you have carried forward but not yet started in the current tax year.

If you carry forward a return after you have already started it and do not create a new return loading the PYCF data, it will appear on your Non-Returning Client List.

Avoid carrying forward returns that you do not intend to delete and start over.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket