Checklists for reviewing converted tax returns
You can view or print the following checklists to help you review your converted tax data and prepare for the upcoming tax season.
Proforma converted data into the upcoming UltraTax CS year
Each of the following checklists is designed to guide you through locating the input for your converted data based on the vendor you are converting from.
Restore converted data into current UltraTax CS year
If you restore your converted data into the prior year of UltraTax CS, the following checklists will help you prepare to proforma your client information into the current year of UltraTax CS.
When restoring the converted data into the current year application, the restored data won’t match the completed return in your previous application. You can follow the steps in these checklists to help prepare your firm for the next tax season.
