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UltraTax CS Support

Determine why the converted client isn't available to proforma

Converted clients may be missing from the
Proforma
 window for several reasons. To determine why your particular client is missing from the list, check the following.
Check the client data
If the client is marked as final, deceased, suppressed from proforma, or you don't have access to your prior tax software, restore the client in the equivalent year of UltraTax CS and unmark the option with the client.
  • Refer to your conversion kit for instructions on how to restore the converted data into the prior year of UltraTax CS.
  • Refer to Clients missing during Proforma for steps in the prior year of UltraTax CS to verify the proforma isn't suppressed.
To get a list of suppressed clients, do the following:
  1. Restore the client data in the prior year of UltraTax CS (refer to your conversion kit).
  2. Select
    Utilities
    , then
    Data Mining
    .
  3. On Step 1, select the entity type in the
    Client database
     field and select
    Continue
    . This will need to be done on a per-entity basis.
  4. On Step 2, select the
    CS Client Contact Information
     report.
  5. Select
    Add/Modify Searches
    , then select
    Add
     on the
    Add/Modify Searches
     screen.
  6. Enter a Search name and select the Input screen field.
  7. Select
    Add/Modify
    , then select
    Add
    .
  8. In the
    General
     folder, select
    Suppress next year's proforma
    . For 1040 clients, this field is on the
    Contact
     tab.
  9. Select
    Enter
    , then
    Done
    .
  10. Select the search you just created, and select
    Done
     twice.
  11. Select
    Continue to (Step 3)
    .
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