Proforma data entry displays using the Data Entry Display window

If you used UltraTax CS last year and you made changes to your data entry display settings, you can proforma that data entry display customization from the prior-year version of UltraTax CS. You can proforma customized data entry displays from either the
Proforma
window or the
Data Entry Display
window. Both tasks produce the same results.
To proforma data entry displays using the
Data Entry Display
window, do the following:
  1. Select
    Setup
    ,
    User Preferences
    , then
    File Locations
    , and verify that the prior-year application and data paths are correct.
  2. Select
    Setup
    ,
    [Entity]
    , then select the tab for the Federal or state application whose data entry displays you want to proforma.
  3. Select
    Input Screens
    , then select
    Data Entry Display
    from the dropdown menu.
  4. Select
    Restore Default
    , then
    Prior Year Display
    .
  5. Repeat the process for any other state UltraTax CS applications you want to proforma the data entry displays for.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close