Proforma customized documents and custom paragraphs from the previous year
If you used an UltraTax CS application last year, you can proforma documents (such as elections, transmittal letters, filing instructions, slipsheet, and invoices) that you customized last year into this year's application. You can also proforma custom paragraphs that you created in a prior-year version of UltraTax CS.
Client documents released with the current-year application contain all information related to the current-year tax returns. However, client documents can change significantly when taxing authorities update filing and electronic filing requirements.
For the most accurate client documents, consider editing the client documents released with the current application instead of using the proforma option to proforma the client documents from the prior year (which replaces all current-year client documents). During years with major changes, we may turn off the proforma of client documents altogether, and the accompanying user bulletin will announce this change at the time of release.
- From theUtilitiesmenu, selectProformato open theProformawindow.
- From the dropdown, selectDocuments.
- Use theFocussection to limit the documents that appear in the listing by entity type.noteThePreparer/Reviewer/Staff,Fiscal year end,PY (Prior year) Event,Exclude proforma'd clients, andExclude 706 clientsfields are available only when you proforma client data, not documents. Also, you can't proforma documents until we release the federal application for the current tax year. Therefore, some entity types in theFocussection may not be available early in the year.
- In theData to proformasection, theUltraTax CSoption is selected by default. Verify that the drive and path of last year's application are correct. If not, select a different prior-year path from the dropdown. If the correct prior-year path isn't listed, selectChange UltraTax CS Location, go to the correct drive and path, then selectOKto return to theProformawindow.
- In theAvailable to proformapane, select the items you want to proforma and chooseSelect. The items you've selected are moved to theSelected to proformapane. To remove an item from the proforma list, select the document and selectRemove.
- When all the items you want to proforma appear in theSelected to proformapane, selectProforma. TheProforma Document Statuswindow appears, indicating the progress of the proforma procedure.
- After the proforma is complete, selectDoneto close theProforma Document StatusandProformawindows.
note
Client documents proforma exactly as they were the previous year. You'll need to update any year designations that are included in proforma'd client documents.
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