What year of data you should convert
UltraTax CS data conversions are designed to convert prior-year information to proforma or roll over to the upcoming tax year. The preparation status of the
2025
return determines which year of client data you should convert and will fall into one of the following scenarios.- 2025returns not started: Convert2024data and proforma to2025UltraTax CS.
- 2025returns on the extension that you're converting before the2025conversion release (conversion release dates vary by competitor, see theTimingsection): Convert2024data and proforma to2025UltraTax CS.noteThis process lets you prepare the2025returns in UltraTax CS and is recommended only for returns that have minimal work completed beyond the extension. You'll need to manually enter the extension information and other return data to prepare the return on the extension.
- 2025returns on extension that you're converting after the2025conversion release (conversion release dates vary by competitor, see theTimingsection): Convert2025data and restore to2025UltraTax CS.
- Completed2025returns: Convert2025data and proforma to2026UltraTax CS (once available).noteIf you need to populate other CS Professional Suite applications with client information while awaiting the upcoming release of UltraTax CS, restore the converted data into2025UltraTax CS, populate the other application, and delete the restored clients.
April-August | September-November | December-March |
|---|---|---|
Convert 2024 data for 2025 returns not yet started or on extension.Use 2025 UltraTax CS to proforma converted 2024 data. | Convert 2025 data.For returns still on extension, restore converted data in 2025 UltraTax CS. Otherwise proforma converted data in 2026 UltraTax CS (once available in November). | Convert 2025 data to proforma in 2026 UltraTax CS.Use 2026 UltraTax CS to proforma converted data and/or returns you completed in 2025 UltraTax CS. |
