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.
- For detailed instructions on the proforma process, including a video demonstration, view the following information on our Help & How-To Center: Proforma client data from previous year.
- 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 button on the toolbar, enter Proforma in the search field, and press Enter.