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UltraTax CS Support

Re-proforma all returns except certain PPT returns

You can re-proforma all client data except the property tax return data into this year's application. The client's property tax return won't be re-proforma'd and will retain its current-year data.
note
This applies PPT returns for California, District of Columbia, Florida, Georgia, Indiana, Kentucky, Maryland, Michigan, Nebraska, Puerto Rico, South Carolina, Texas, Virginia, and Wisconsin.
  1. Select
    Utilities
     then
    Proforma
     to open the
    Proforma
     window.
  2. From the dropdown, select
    Clients
     if it's not already selected.
  3. In the
    Focus
     section, select the type of clients you want to appear in the list. You can focus the client listing by entity type, preparer/reviewer/staff, fiscal year end, and/or prior-year events.
  4. To include clients whose data has already been proforma'd, clear the
    Exclude proforma'd clients
     checkbox.
    note
    • You can't proforma a client's data until we release the federal application for the current tax year. Therefore, some entity types in the
      Focus
       section may not be available early in the year.
    • Any clients whose returns were marked as final in the prior-year version of UltraTax CS won't appear in the list of clients available to proforma.
  5. In the
    Data to proforma
     section, the
    UltraTax CS
     option is selected by default. If the data to be proforma'd is on an external storage device, select
    Backup
    .
  6. Verify that the drive and path of last year's data are correct. If not, you'll need to specify the correct location, or select the correct prior-year UltraTax CS data location from the dropdown in the
    Data to proforma
     section.
  7. In the
    Available to proforma
     pane, select the client or clients whose data you want to proforma and choose
    Select
    . The selected clients move to the
    Selected to proforma
     pane. To remove a client from the proforma list, select the client's name in the
    Selected to proforma
     pane then select
    Remove
    .
  8. Mark the
    Re-proforma all returns except certain PPT returns
     checkbox.
  9. When all the clients whose data you want to proforma appear in the
    Selected to proforma
     pane, select
    Proforma
    .
  10. When the
    Overwrite Previously Proforma'd Clients
     message box appears, select
    Yes To All
    . The
    Proforma status
     window appears, indicating the progress of the proforma process.
  11. After the proforma is complete, select
    Done
    .
note
  • Data that's proforma'd from the previous year is displayed in blue in the current-year input screens. The cursor skips these fields by default, but you can change that default by marking the
    Visit All Fields
     checkbox in
    Setup
    ,
    User Preferences
    , then the
    Data Entry
     tab.
  • When converting client data from another tax preparation application, UltraTax CS occasionally encounters units of multiple-unit input screens that aren't associated with a defined activity folder. These are known as "orphaned" input screens. When you open the client, an error message shows asking you to resolve the issue.

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