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…
- For detailed instructions on the proforma process, including a video demonstration, view the following article on our Help and How-To Center: Proforma client data from previous year.
- For info on which items to proforma, including items that proforma automatically, access the following article: UltraTax CS: Items that Proforma.
To access related info from within UltraTax CS, click the Help button on the toolbar, enter Proforma in the search field, and press Enter