Proforma tax return or input screen print collations using the Proforma window
If you used UltraTax CS last year, you can proforma tax return or input screen print collations from one or more of the UltraTax CS applications that you licensed in the previous year. You can proforma print collations from either the
Proforma
window or the Return Collation
window. Both tasks produce the same results, but using the Return Collation
window lets you proforma the Government, Client, or Preparer collations individually.We strongly recommend that you
don’t
proforma or customize form print collations until you install version 2025
.2.0 of the UltraTax CS federal applications, which are released in late December. Because the 2025
.2.0 updates include more final government forms, any form collations that you customize or proforma before the December release can get replaced (causing you to lose those changes) when you install the 2025
.2.0 updates.Do the following to proforma tax return or input screen print collations using the
Proforma
window.- SelectUtilities, thenProformato open theProformawindow.
- Select eitherReturn CollationsorInput Screen Collationsfrom the dropdown.
- In theFocussection, mark the checkboxes for the applications you want to proforma print collations from.
- Verify that the drive and path of last year's application and data are correct. If not, specify the correct location or select the correct prior-year UltraTax CS data location from the dropdown in theData to proformasection.
- Select the applications you want to proforma collations for in the Available to proforma pane, then chooseSelectto move those collations to theSelected to proformapane.
- When all the print collations that you want to proforma appear in theSelected to proformapane, selectProforma. TheProforma Statuswindow opens to indicate the progress of the proforma process.
- After the proforma process is complete, selectDone.
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