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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

Choose last year's data location before you proforma

Before you proforma client data or other information from the prior-year UltraTax CS application, verify your prior-year data location in the
Data to proforma
 section on the
Proforma
 window.
To select last year's data location, complete the following steps.
  1. In the
    Proforma
     window, select the dropdown in the
    Data to proforma
     section. All data locations available in the prior-year version of UltraTax CS are listed, as well as any location that you've browsed to in the past.
  2. Select the correct prior-year data location.

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