Proforma Organizer information

The 1st step in preparing Organizer packages is to proforma client information and customized documents and collations. Follow these steps to proforma Organizer information from the prior-year version of UltraTax CS.
  1. Select
    Utilities
    , then
    Proforma
    .
  2. Select the type of information you want to proforma from the dropdown.
  3. Then select the items and documents you want to proforma by double-clicking or using
    Select
    or
    Select All
    .
    important
    You only need to proforma documents and collations you've customized. You won't have any options to select if you didn't make customizations.
  4. Select
    Proforma
    .

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