Proforma client data from the previous year

If you used UltraTax CS last year, you can proforma (roll over) client data into this year's application. You can also proforma client data converted from another tax application.
Do the following to proforma client data from the previous year.
  1. Select
    Utilities
    , then
    Proforma
    .
  2. Make sure the
    To data location
    field has the correct location.
  3. Select
    Clients
    .
  4. Use the
    Focus
    section to filter the list of clients.
  5. Select the clients you want to proforma.
  6. Verify that the drive and path of last year's data are correct. If not, you'll need to specify the correct location.
  7. Select
    Proforma
    .
    A Proforma status window will open to show the progress.
  8. Select
    Done
    .
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