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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
  • Subject: Proforma

UltraTax CS configuration settings that roll over each year

The following common UltraTax CS configuration settings and customized items are automatically imported into the current-year application during installation. You don't need to proforma them.
  • Firm information, such as the firm's email address, Electronic Filing Identification Number, and preparer, reviewer, and staff records
  • The master password defined by your firm
  • Security settings, including user groups and privileges
  • Client status events defined by your firm
  • Multi-address TINs entered for data sharing
  • Custom statements and custom fieldviews
  • Custom watermarks for client documents
  • Invoice pricing
  • User preferences settings

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