Review converted data
After you've imported your data into UltraTax CS, you should carefully review the data.
- Review the checklists for reviewing converted tax returns.
- Review post-conversion guides that were included in your zip file with the converted data. These PDF reports provide specific information about your client data.
- Manually enter prior-year PIN and AGI for your clients (if necessary) as these are not converted.
- Set up UltraTax CS e-file settings before you start to transmit e-files.
- After your clients are added to UltraTax CS, add states to the returns before you begin data entry.
- If you're ready to start processing returns and you have a PRP license, acquire PRP (per return pricing) codes.
