Tax & Accounting Blog

Proforma Your Clients into 2014 UltraTax CS

CS Tax & Asset Management Solutions November 18, 2014

If you used 2013 UltraTax CS or converted data from another tax application, you can proforma (or roll over) client data into 2014 UltraTax CS. Open the Proforma dialog by choosing Utilities from the menu bar and then selecting Proforma.   

Note: The Proforma feature includes 1040 tax returns as well as the following business entities on the initial release of 2014 UltraTax CS: 1120, 1120S, 1065, 1041, and 990.  

More Information?

  • For information on the items that proforma, including items that proforma automatically, access the following resource: UltraTax CS: Items that Proforma.
  • To access related information from within UltraTax CS, click the Help UltraTax CS Help Button  button on the toolbar, enter Proforma in the search field, and press Enter.