Proforma customized documents and custom paragraphs from the previous year

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If you used an UltraTax CS application last year, you can proforma documents (such as elections, transmittal letters, filing instructions, and invoices) that you customized last year into this year's application. You can also proforma custom paragraphs that you created in a prior-year version of UltraTax. 

Client documents released with the current-year application contain all information applicable to the current year returns. Taxing authorities change filing and electronic filing requirements, so client documents can change significantly from year to year. For the most accurate client documents, consider editing the client documents released with the current application instead of using the proforma option to proforma the client documents from the prior year (which overwrites all current-year client documents).

  1. From the Utilities menu, choose Proforma to open the Proforma dialog.
  2. From the drop-down list in the top left corner of the dialog, select Documents.
  3. Use the Focus group box at the bottom of this dialog to limit the documents that appear in the listing by entity type.

    Note: The Preparer/Reviewer/Staff, Fiscal year end, PY (Prior year) Event, Exclude proforma'd clients, and Exclude 706 clients fields are available only when you proforma client data, not documents. Also, you cannot proforma documents until we release the applicable federal application for the current tax year. Therefore, some entity types in the Focus group box may not be available early in the year.

  4. In the Data to proforma group box on the right, the UltraTax CS option is selected by default. Verify that the drive and path of last year's application are correct. If not, click the drop-down list to select a different prior-year path. If the correct prior-year path is not listed, click the Change UltraTax CS Location button, navigate to the correct drive and path, and then click OK to return to the Proforma dialog.
  5. In the Available to proforma pane on the left, highlight the items you want to proforma and click the Select button. The items you have chosen are moved to the Selected to proforma pane on the right. To remove an item from the proforma list, highlight the document in the right pane and click the Remove button.
  6. When all the items you want to proforma appear in the Selected to proforma pane on the right, click the Proforma button. The Proforma Document Status dialog appears, indicating the progress of the proforma procedure.
  7. After the proforma is complete, click the Done button to close the Proforma Document Status and Proforma dialogs.

Note: Client documents proforma exactly as they were the previous year. You will need to update any year designations that are included in proforma'd client documents.

Related topic: Client documents overview

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