Clients missing from the Proforma dialog

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

Clients may be omitted from the list on the Proforma dialog for several reasons. If you can't proforma a client as expected, check the following areas in the application to determine why your particular client is missing from the list.

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