Tax & Accounting Blog

Proforma Your Clients Into 2017 UltraTax CS®

CS Professional Suite, CS Tax & Asset Management Solutions December 13, 2017

If you used 2016 UltraTax CS or converted data from another tax application, you can proforma (or advance) client data into 2017 UltraTax CS after the release in late November. The Proforma dialog is accessible by clicking the Utilities menu and then choosing Proforma.

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

Need More Information?

  • For detailed instructions on the proforma process, including a video demonstration, see the Proforma process overview in our Help & How-To Center.
  • For information on which items proforma, including items that proforma automatically, check out UltraTax CS: Items that Proforma.
  • To find additional proforma information from UltraTax CS, click the Help UltraTax CS Help button 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 2017 UltraTax CS: 1120, 1120S, 1065, 1041, and 990.