Batch state proforma

You can proforma all your clients' state returns at once, saving you time.
By default, the application waits to proforma state returns until you:
  1. Install the current year's state modules, and
  2. Open a client.
UltraTax CS will then proforma any attached states from the prior year when you open each client.
If you prefer to proforma all of your clients' state returns in 1 batch, follow these steps:
  1. Install the necessary state modules in the current year's program using your installation disk or downloaded file.
  2. Go to
    Help
    Repair
    Proforma State(s)
    .
This process identifies and proformas any state returns not previously proforma'd. Repeat as needed when new states become available or are installed. This won’t replace existing data.
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