What year of data you should convert

UltraTax CS data conversions are designed to convert prior-year information to proforma or roll over to the upcoming tax year. The preparation status of the 2023 return determines which year of client data you should convert and will fall into one of the following scenarios.
  • 2023 returns not started: Convert 2022 data and proforma to 2023 UltraTax CS.
  • 2023 returns on the extension that you're converting before the 2023 conversion release (conversion release dates vary by competitor, see the
    Timing
    section): Convert 2022 data and proforma to 2023 UltraTax CS.
  • 2023 returns on extension that you're converting after the 2023 conversion release (conversion release dates vary by competitor, see the
    Timing
    section): Convert 2023 data and restore to 2023 UltraTax CS.
  • Completed 2023 returns: Convert 2023 data and proforma to 2024 UltraTax CS (once available).
April-August
September-November
December-March
Convert 2022 data for 2023 returns not yet started or on extension.
Use 2023 UltraTax CS to proforma converted 2022 data.
Convert 2023 data.
For returns still on extension, restore converted data in 2023 UltraTax CS. Otherwise proforma converted data in 2024 UltraTax CS (once available in November).
Convert 2023 data to proforma in 2024 UltraTax CS.
Use 2024 UltraTax CS to proforma converted data and/or returns you completed in 2023 UltraTax CS.
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