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UltraTax CS Support

Address clients missing during proforma

UltraTax CS lets you proforma clients from one year to the next. However, if a client is missing from the proforma screen, the likely cause is either data entry in your prior-year client or incorrect data locations.

Data entry in prior year client

  1. In your prior year client, completing any one of the following fields will prevent the proforma.
    • Suppress next year's proforma
       checkbox on the following screens in the
      General
       folder.
      • 1040:
        Contact
         screen.
      • 1065:
        CltOptns
         screen.
      • 990:
        OthInfo
         screen.
      • Other entities: 1st screen in the
        General
         folder.
    • Final return
       field for 1120, 1065, and 1041 clients.
    • Date of death
       field for 1040 and 709 clients.
  2. If any of the previous fields were complete, delete the data entry.
  3. Print preview the return and reproforma the client.
  4. If this is all correct, check the data locations.

Data locations

  1. Open the prior-year version of UltraTax CS.
  2. Go to
    Setup
    , then
    System Configuration
    .
  3. In the
    Data Locations
     tab, check the UltraTax CS data location.
  4. In the current year of UltraTax CS, go to
    Utilities
    , then
    Proforma
    .
  5. Check if the location in the
    Data to proforma
     box matches the prior-year data location. If not, select
    Change UltraTax CS Location
     and specify the correct location.
  6. In the Focus box, do the following:
    • Select the entity box.
    • In the
      Preparer/reviewer/staff
       field, select
      All Preparers
      .
    • In the
      Fiscal year end
       field, select
      All Months
      .
    • Unmark the
      Exclude proforma'd clients
       checkbox.
    • If a 706 client, unmark the
      Exclude 706 clients
       checkbox.

Additional troubleshooting

If the client still isn't showing on your proforma screen, do the following.
  • Check for a client lock in the prior-year application by going to
    Help
    ,
    Repair
    , then
    File Locks
    .
  • Open the client in the prior-year UltraTax CS application, back up the client to your Desktop, and proforma the client from your Desktop.
  • If there are other missing clients with the same entity:
    1. Go to
      File
      , then
      New Client
      .
    2. If you get an error or the entity type is grayed out, that means the entity isn't properly installed.
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