Batch state proforma

You can proforma all your clients' state returns at once, saving you time.
By default, the application waits to proforma state returns until you:
  1. Install the current year's state modules, and
  2. Open a client.
UltraTax CS will then proforma any attached states from the prior year when you open each client.
If you prefer to proforma all of your clients' state returns in 1 batch, follow these steps:
important
Ensure that everyone closes all years of the application before starting this process.
  1. Install the necessary state modules in the current year's program using your installation disk or downloaded file.
  2. Go to
    Help
    Repair
    Proforma State(s)
    .
This process identifies and proformas any state returns not previously proforma'd. Repeat as needed when new states become available or are installed. This won’t replace existing data.

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