Proforma tax return or input screen print collations from the previous year

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

If you used UltraTax CS last year, you can proforma tax return or input screen print collations from one or more of the UltraTax CS applications that you licensed in the previous year. You can proforma print collations from either the Proforma dialog or the Return Collation dialog. Both tasks produce the same results, but using the Return Collation dialog allows you to proforma the Government, Client, or Preparer collations individually.

We strongly recommend that you do not proforma or customize form print collations until you install version 2017.2.0 of the UltraTax CS federal applications, which are released in late December. Because the 2017.2.0 updates include more final government forms, any form collations that you customize or proforma prior to the December release can get overridden (causing you to lose those changes) when you install the 2017.2.0 updates.

Proforma tax return or input screen print collations using the Proforma dialog

  1. Choose Utilities > Proforma to open the Proforma dialog.
  2. Select either Return Collations or Input Screen Collations from the drop-down list in the upper-left corner of the dialog.
  3. In the Focus group box, mark the checkboxes for the applications from which you want to proforma print collations.
  4. Verify that the drive and path of last year's application and data are correct. If not, specify the correct location or select the correct prior-year UltraTax CS data location from the drop-down list in the Data to proforma group box.
  5. Highlight the applications for which you want to proforma collations in the Available to proforma pane on the left, then click the Select button to move those collations to the Selected to proforma pane on the right.
  6. When all the print collations that you want to proforma appear in the pane on the right, click the Proforma button. The Proforma Status dialog opens to indicate the progress of the proforma process.
  7. After the proforma process is complete, click Done.

Proforma tax return or input screen print collations using the Return Collation dialog

  1. Choose Setup > User Preferences > File Locations and verify that the prior-year application and data paths are correct.
  2. Choose Setup > [Entity], and then click the federal or state application or (for 1040) Organizer tab for the collation you want to proforma.
  3. Depending on the collation you want to proforma, do one of the following:
    • For tax return collations: Click the Tax Return button to open the Return Collation dialog. By default, the Return Collation opens with the Government tab showing. If you do not want to proforma the prior-year government collation, click either the Client or Preparer tab.
    • For input screen collations: Click the Input Screens button and select Input Screen Printing to open the Input Screen Printing dialog.
  4. Click the Restore Default button and choose Prior Year Collation.
  5. If you want to proforma additional tax return collations, click the desired tab (Government, Client, or Preparer) and repeat this process as necessary.
  6. Repeat the process for any other federal or state UltraTax CS applications for which you want to proforma a print collation.

Note: You cannot proforma an application's collation from the previous year if you did not use that UltraTax CS application last year.

Related topics

Internal notes

Deleted K70807151 and K86196673; these KB topics contained the same content as this help topic.

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