Skip to main content
UltraTax CS Support
Search
Search UltraTax CS Support Help and Support.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax,Personal Property Tax,1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax
  • Subject: Proforma

Proforma client data from the previous year

If you used UltraTax CS last year, you can proforma (roll over) client data into this year's application. You can also proforma client data converted from another tax application.
Do the following to proforma client data from the previous year.
  1. Select
    Utilities
    , then
    Proforma
    .
  2. Make sure the
    To data location
     field has the correct location.
  3. Select
    Clients
    .
  4. Use the
    Focus
     section to filter the list of clients.
  5. Select the clients you want to proforma.
  6. Verify that the drive and path of last year's data are correct. If not, you'll need to specify the correct location.
  7. Select
    Proforma
    .
    A Proforma status window will open to show the progress.
  8. Select
    Done
    .

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close