Proforma federal return without overriding the PPT return

If you've completed the Personal Property Tax (PPT) return and want to proforma the federal and/or state returns without overriding the PPT, complete the following.
  1. In UltraTax CS, select
    Utilities
    .
  2. Select
    Proforma
    .
  3. Choose the clients you'd like proforma.
  4. Mark the
    Re-proforma all returns except certain PPT returns
    checkbox.
  5. Select
    Proforma
    .
This will proforma all returns except the PPT returns that are attached to the client. Any return that you already proforma'd, like the federal or state return, will get deleted and re-proforma'd.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close