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.
- SelectUtilitiesthenProformato open theProformawindow.
- From the dropdown, selectClientsif it's not already selected.
- In theFocussection, 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.
- To include clients whose data has already been proforma'd, clear theExclude proforma'd clientscheckbox.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 theFocussection 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.
- In theData to proformasection, theUltraTax CSoption is selected by default. If the data to be proforma'd is on an external storage device, selectBackup.
- 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 theData to proformasection.
- In theAvailable to proformapane, select the client or clients whose data you want to proforma and chooseSelect. The selected clients move to theSelected to proformapane. To remove a client from the proforma list, select the client's name in theSelected to proformapane then selectRemove.
- Mark theRe-proforma all returns except certain PPT returnscheckbox.
- When all the clients whose data you want to proforma appear in theSelected to proformapane, selectProforma.
- When theOverwrite Previously Proforma'd Clientsmessage box appears, selectYes To All. TheProforma statuswindow appears, indicating the progress of the proforma process.
- After the proforma is complete, selectDone.
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 theVisit All Fieldscheckbox inSetup,User Preferences, then theData Entrytab.
- 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.
