Proforma organizer data, documents, data entry displays, and print collations

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The first step in preparing organizer packages using Client Organizer is to proforma the following items from the prior-year version of UltraTax/1040.

To schedule client appointments via the client status system for use with Client Organizer processing, UltraTax CS has a two-way transfer of appointment information entered in Screen Contact (both tax and organizer data entry) with the status system. Once you set the "Appointment Event" in the Office Configuration > Status tab, next year's appointment information entered in the prior-year version of UltraTax/1040 will automatically populate the client status system during the proforma process.

Notes

  • Email addresses proforma from the prior-year's application. The email addresses can be viewed in the Client Communications dialog. To open this dialog, choose Setup > Client Communications.
  • You must enter email addresses for those clients whose email addresses did not proforma from the prior year.

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