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Items that proforma
Object | Does the Object Proforma? |
|---|---|
Client Documents | |
Client Note | Yes. |
Custom Fieldviews | Yes, custom fieldviews are proforma'd automatically. UltraTax CS locates this information from the file location specified for the prior year's application under Setup ,User Preferences , then File Locations . Note that if you created a custom dropdown prior to the proforma of your client data, UltraTax CS won't replace the newly created file. Therefore, your custom fieldviews won’t proforma. To correct this, delete the XYUSPRVU.dat file, where X is the entity (1040 = I, 1120 = C, 1065 = P, 1041 = F, 706 = U, 709 = G, 990 = E, and 5500 = B), and Y is the year of the application (for example, 2015 = 5). This file is located under Z:\WinCSI\UTYYSYS\$OFFICE\[OFFICE]\UTYYSys\Entity , where Z is the drive letter where the application is installed and YY is the year of the application (for example 2024 = 24). Once you delete the file, proforma a client that includes custom fieldviews. Custom fieldviews are also known as preparer views. |
EFIN | Yes, the EFIN number is proforma'd automatically. UltraTax CS locates this information from the folder location specified for the prior year's application under Setup , User Preferences , then File Locations . Note that if the prior-year application location in Setup , User Preferences , then File Locations isn't correct, UltraTax CS creates a default file and the prior-year setup doesn’t proforma. To correct this, point the prior-year application location to the correct path in Setup , User Preferences , then File Locations , close UltraTax CS, rename the file _1usEFIN.DAT in the \WinCSI\UTYYSys folder, then re-open UltraTax CS and the file from the prior year should now proforma. |
General Footnote | Yes. |
Invoice Amounts | Yes. The invoice amounts, entered in the Invoice Pricing window, proforma automatically. UltraTax CS locates this information from the file location specified for the prior year's application under Setup , User Preferences , then File Locations . |
Master Password | Yes. |
Preparers | Yes. The preparer information is proforma'd automatically. UltraTax CS locates this information from the file location specified for the prior-year's application under Setup , User Preferences , then File Locations . |
Print Collations | Yes. View When to proforma print collations. |
Security Settings | Yes. This will apply only to advanced security settings. Standard security settings won't proforma. View Security options. |
Staff | Yes. The staff information is proforma'd automatically. UltraTax CS locates this information from the file location specified for the prior-year's application under Setup , User Preferences , then File Locations . |
State / Local Taxes Paid | If the client owed state taxes in the prior year, UltraTax CS will proforma that amount to the St Pmt screen, located under the Payments folder in the Paid with YY return field. |
User Preferences | All user preference settings will proforma automatically after opening UltraTax CS for the 1st time. These settings include preferences for data entry, default preparers, homepage functions, review tools, and other user-specified preferences. To view or change preferences, go to Setup , then User Preferences . |
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