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Why does the business summary not match to synced bookkeeping?
Why does the business summary not match to synced bookkeeping?

First check the business start date.

Christopher Ragain CPA avatar
Written by Christopher Ragain CPA
Updated over a week ago

If your business summary is not projecting the financials you have synced to Tax Planner Pro correctly, the first area you want to check is the business start date.

Tax Planner Pro uses this date as when to start the tax projection, regardless if there is data before the start date or not. If the start date is today, but the business has been operating for years, the projection will be wrong.

In most cases, moving the start date to a previous year and manually syncing will correct the issue.

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