Tax & Accounting Blog

Proforma Your Clients into 2016 UltraTax CS®

Blog, CS Professional Suite, CS Tax & Asset Management Solutions November 23, 2016

If you used 2015 UltraTax CS or converted data from another tax application, you can proforma (or advance) client data into 2016 UltraTax CS after the release in late November. The Proforma dialog is accessible by clicking Utilities from the menu bar and then choosing Proforma.

In addition, you can also proforma over 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 topic in our Help & How-To Center.
  • For information on which items proforma, including items that proforma automatically, check out the UltraTax CS: Items that proforma topic.
  • 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 2016 UltraTax CS: 1120, 1120S, 1065, 1041 and 990.