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The proforma process enables us to transfer certain information from a prior-year tax return into the current-year tax return. By greatly reducing the amount of data that must enter each year, this feature saves time and reduces inconsistencies and data-entry errors.

ExacTax automatically creates proforma for all returns processed during the year at the beginning of the following year. RDE tax software users have the option to receive both paper and data files if they choose to. Data files are refered as downloads and are provided in a CD with the initial tax software release at the begining of each year. Service Bureau users received ONLY paper proforma and additional paper supplies to process their tax returns through the year.

Proforma for returns processed outside their original filing year must be requested and a fee of $4.00 per return plus shipping charges will be applied. Data files will be provided via download through the RDE Communications Software.

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Last modified on Thursday, 10 April 2014 17:58