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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.
  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.
  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
    .
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