Resolving the "Fixed asset data unavailable for proforma" prompt in the Proforma Status dialog

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If you receive a "Fixed asset data unavailable for proforma" message when you attempt to proforma a client from the previous year, complete the following steps to resolve the issue. 

  1. Verify that the client is not open in Fixed Assets CS or in either the current- or prior-year version of UltraTax CS.
  2. Verify that the client's data is not locked within UltraTax CS or Fixed Assets CS. To review or delete file locks, choose Help > Repair and click the File Locks tab.
  3. Choose Utilities > Proforma, click the Change UltraTax CS Location button, and verify that the File Locations dialog specifies the correct data location for Fixed Assets CS data. If necessary, highlight Fixed Assets CS client data in the list pane, click the Modify Location button, and specify the correct data location in the Modify Location dialog.

Notes

  • If necessary, you can open the client's return in the prior-year application, back up the client data to your desktop, and then specify that location on the Proforma dialog in the current-year application.
  • For more information about importing prior-year client data, customized documents, and other items, see Proforma process overview.

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