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.
  1. Select
    Utilities
    , then
    Proforma
    .
  2. Choose
    Data Mining
    from the dropdown list.
  3. Use the Focus group to limit the items in the list by entity type.
    note
    The 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.
  4. In the Data to proforma group, verify that the drive and path of last year's application are correct.
    tip
    If the correct path isn't available from the dropdown list, select
    Change UltraTax CS Location
    .
  5. Choose the items you want to proforma, then
    Select
    .
  6. When all the items you want to proforma appear in the Selected to proforma pane, select
    Proforma
    .
  7. Select
    Done
    .

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