Tax & Accounting Blog

Proforma Your 1040 Clients into 2013 UltraTax CS

CS Tax & Asset Management Solutions November 20, 2013

If you used 2012 UltraTax CS or converted data from another tax application, you can proforma (or advance) client data into 2013 UltraTax CS. 

Note: The proforma feature is limited to 1040 tax returns (excluding states) on the initial release of 2013 UltraTax CS. 

For more Info…

To access related info from within UltraTax CS, click the Help UltraTax CS Help button on the toolbar, enter Proforma in the search field, and press Enter