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Proforma process overview

Specify the location of last year's data 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. If the location displayed isn't correct, you'll need to select or specify the drive and path.
Do the following to specify the drive and path:
  1. In the
    Proforma
     window, select either
    Change UltraTax CS Location
     or
    Change Backup Location
     if the data to be proforma'd is on an external storage device.
  2. Depending on which option you selected in step 1, do one of the following:
    • If you selected
      Change UltraTax CS Location
      : In the
      File Locations
       window, select the
      2023
      UltraTax CS
       option, and proceed to step 3.
    • If you selected
      Change Backup Location
      : In the
      Modify Location
       window, go to the drive and path and select
      OK
      . The
      Modify Location
       window closes and the
      Proforma
       window becomes active. The drive and path that appears in the
      Data to proforma
       section should now be correct.
  3. In the list, select
    UltraTax CS client data
     to specify the drive and path for the client data.
  4. Select
    Modify Location
     to open the
    Modify Location
     window.
  5. Go to the correct drive and path, then select
    OK
    .
  6. Repeat steps 3 through 5 for the
    Fixed Assets CS data
    , if required.
  7. Select
    OK
     to close the
    File Locations
     window and return to the
    Proforma
     window. The drive and path that appear in the
    Data to proforma
     section should now be correct.

This article applies to:

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