Choose last year's data location before you proforma

Before you proforma client data or other information from the prior-year UltraTax CS application, verify your prior-year data location in the
Data to proforma
section on the
Proforma
window.
To select last year's data location, complete the following steps.
  1. In the
    Proforma
    window, select the dropdown in the
    Data to proforma
    section. All data locations available in the prior-year version of UltraTax CS are listed, as well as any location that you've browsed to in the past.
  2. Select the correct prior-year data location.
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