Proforma process overview

Overview

Use the Proforma tool to transfer client data, customized documents, print collations, and data-entry display settings from a prior-year application into the current-year version of UltraTax CS. You can proforma these items at any time. You can also proforma multiple items at once. Some application settings transfer automatically when you install the current-year application for the 1st time.
note
  • Before you proforma client data or other items from the prior-year version of UltraTax CS, make sure to configure application-specific options.
  • Before you proforma client data or other information, verify the location of the prior-year application and data.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax,Personal Property Tax,1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax
  • Subject: Proforma