Review converted data

After you've imported your data into UltraTax CS, you should carefully review the data.
  • Review the checklists for reviewing converted tax returns.
  • Review post-conversion guides that were included in your zip file with the converted data. These PDF reports provide specific information about your client data.
  • Manually enter prior-year PIN and AGI for your clients (if necessary) as these are not converted.
  • Set up UltraTax CS e-file settings before you start to transmit e-files.
  • After your clients are added to UltraTax CS, add states to the returns before you begin data entry.
  • If you're ready to start processing returns and you have a PRP license, acquire PRP (per return pricing) codes.

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