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Organizer setup and options
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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Organizer,Proforma

Proforma
Organizer
 information

The 1st step in preparing
Organizer
 packages is to proforma client information and customized documents and collations. Follow these steps to proforma
Organizer
 information from the prior-year version of
UltraTax CS
.
  1. Select
    Utilities
    , then
    Proforma
    .
  2. Select the type of information you want to proforma from the dropdown.
  3. Then select the items and documents you want to proforma by double-clicking or using
    Select
     or
    Select All
    .
    important
    You only need to
    proforma
     documents and collations you've customized. You won't have any options to select if you didn't make customizations.
  4. Select
    Proforma
    .

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