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Conversion information

Restore converted data

Complete the following steps to restore converted 2023 data to 2023 UltraTax CS. The only time you should do this is to complete the returns you put on extension using competitor applications. Otherwise, converted data is meant for proforma.
Note the following before you restore converted data into 2023 UltraTax CS.
  • The current tax year conversion is available beginning in mid-August. Release varies by competitor.
  • Suppress conversion data on a client-by-client basis for clients restored from converted data.
  • Proforma client data using the restored data in UltraTax CS. Do not use the converted data for proforma if you have already restored the client data into UltraTax CS.
  • When you restore converted data into UltraTax CS, duplicating tax returns exactly as found in the competitor application may need significant data entry.

Restore client data into 2023 UltraTax CS

If you are on SaaS or Virtual Office CS, your converted data is uploaded directly to the SaaS or Virtual Office CS environment. You'll receive a separate email message with the location of your converted data in this environment. The data will be posted to a folder named with the Conversion ID under
Y:\ConvertedData\
. In step 4, when you search the list of drives in the SaaS or Virtual Office CS environment, the Y drive is displayed as
wincsi
 and is the last file in the list.
  1. In 2023 UltraTax CS, select
    File
    , then
    Restore
    .
  2. Select
    Change Backup Location
    .
  3. Go to the location of your converted data file, then select
    OK
    .
  4. Select the client data that you want to restore.
  5. Select
    Restore
    .
  6. When the process is complete, select
    Done
    .

Review Next Year Conversion Amounts Report

When returns are restored into the same year of UltraTax CS, most of the data is converted directly to data entry input screens. However, certain calculated amounts from the 2023 return are stored off internally. A Next Year Conversion Amounts Report is available to help in the review of these stored off federal amounts for clients restored to 2023 UltraTax CS. This report details the calculated amounts converted from your previous 2023 tax software package that will automatically proforma to the Folder then data entry screen in 2024 UltraTax CS.
To review the report for clients restored to 2023 UltraTax CS, do the following.
  1. Open any converted 1040 client return in 2023 UltraTax CS.
  2. Go to
    Utilities
    , and select
    Next Year Conversion Amount Report
    .
  3. Select any clients for which you want a report.
  4. Preview, print, or store the report in FileCabinet CS, if licensed.

Configure client data for use with restored conversion data

Before you begin data entry, complete the following steps with any client data that you restored from the converted data.
If you don’t complete these steps, data from the completed return won’t proforma correctly to the following year. When you open the restored client return in UltraTax CS, a diagnostic will display if you have not marked the checkbox.
  1. Select
    File
    , then
    Open Client
    , select a client, and select
    Open
    .
  2. Select
    File
    , then
    Client Properties
    .
  3. Select the
    Advanced Properties
     button.
  4. On the tab with the competitor name, mark the
    Suppress conversion amounts
     checkbox, then select
    OK
    .
  5. Select
    OK
    .

This article applies to:

  • Product: UltraTax CS
  • Subject: Conversions
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