Tax & Accounting Blog

Proforma Your Clients Into 2015 UltraTax CS

CS Tax & Asset Management Solutions November 19, 2015

If you used 2014 UltraTax CS or converted data from another tax application, the 2015.1.0 release of UltraTax CS enables you to proforma (rollover or advance) client data into 2015 UltraTax CS. You can access the Proforma dialog by choosing Utilities > Proforma.

In addition, you can also proforma customized documents, office settings, print collations and data entry displays.

More Information

  • For detailed instructions on the proforma process, including a video demonstration, view the following information on our Help and How-To Center: Proforma Process Overview.
  • For information on which items proforma, including items that proforma automatically, access the following resource: UltraTax CS: Items that Proforma.
  • To access related information from UltraTax CS, click the Help button UltraTax CS Help Button on the toolbar, enter Proforma in the search field and press Enter.

Note: The Proforma feature includes 1040 tax returns as well as the following business entities on the initial release of 2015 UltraTax CS: 1120, 1120S, 1065, 1041 and 990.