Proforma Data Mining reports, letters, and searches
If you used UltraTax CS last year, you can proforma custom Data Mining reports, letters, and searches from any UltraTax CS federal or state application you've installed.
- SelectUtilities, thenProforma.
- ChooseData Miningfrom the dropdown list.
- Use the Focus group to limit the items in the list by entity type.noteThe following fields are only available when you proforma client data:
- Preparer/reviewer/staff
- Fiscal year end
- Prior year events
- Exclude proforma'd clients
- Exclude 706 clients
You can't proforma items until we've released the related federal application for the current tax year. Therefore, some entity types may not be available earlier in the year. - In the Data to proforma group, verify that the drive and path of last year's application are correct.tipIf the correct path isn't available from the dropdown list, selectChange UltraTax CS Location.
- Choose the items you want to proforma, thenSelect.
- When all the items you want to proforma appear in the Selected to proforma pane, selectProforma.
- SelectDone.
