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Proforma process overview

Proforma customized documents and custom paragraphs from the previous year

If you used an UltraTax CS application last year, you can proforma documents (such as elections, transmittal letters, filing instructions, slipsheet, and invoices) that you customized last year into this year's application. You can also proforma custom paragraphs that you created in a prior-year version of UltraTax CS.
Client documents released with the current-year application contain all information related to the current-year tax returns. However, client documents can change significantly when taxing authorities update filing and electronic filing requirements.
For the most accurate client documents, consider editing the client documents released with the current application instead of using the proforma option to proforma the client documents from the prior year (which replaces all current-year client documents). During years with major changes, we may turn off the proforma of client documents altogether, and the accompanying user bulletin will announce this change at the time of release.
  1. From the
    Utilities
     menu, select
    Proforma
     to open the
    Proforma
     window.
  2. From the dropdown, select
    Documents
    .
  3. Use the
    Focus
     section to limit the documents that appear in the listing by entity type.
  4. In the
    Data to proforma
     section, the
    UltraTax CS
     option is selected by default. Verify that the drive and path of last year's application are correct. If not, select a different prior-year path from the dropdown. If the correct prior-year path isn't listed, select
    Change UltraTax CS Location
    , go to the correct drive and path, then select
    OK
     to return to the
    Proforma
     window.
  5. In the
    Available to proforma
     pane, select the items you want to proforma and choose
    Select
    . The items you've selected are moved to the
    Selected to proforma
     pane. To remove an item from the proforma list, select the document and select
    Remove
    .
  6. When all the items you want to proforma appear in the
    Selected to proforma
     pane, select
    Proforma
    . The
    Proforma Document Status
     window appears, indicating the progress of the proforma procedure.
  7. After the proforma is complete, select
    Done
     to close the
    Proforma Document Status
     and
    Proforma
     windows.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation
  • Subject: Proforma
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