New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

If you used UltraTax CS last year and you made changes to your data entry display settings, you can proforma that data entry display customization from the prior-year version of UltraTax CS. You can proforma customized data entry displays from either the Proforma dialog or the Data Entry Display dialog. Both tasks produce the same results.

Proforma data entry displays using the Proforma dialog

1. Choose Utilities > Proforma to open the Proforma dialog.
2. Select Data Entry Displays from the drop-down 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 data entry displays.
4. Verify that the drive and path of last year's application and data are correct. If not, you need to specify the correct location.
5. Highlight the applications for which you want to proforma the data entry displays in the Available to proforma pane on the left, then click the Select button to move those data entry displays to the Selected to proforma pane on the right.
6. When all the data entry displays that you want to proforma appear in the pane on the right, click the Proforma button. The Proforma Status appears, indicating the progress of the proforma process.
7. After the proforma process is complete, click Done.

Video: Transferring prior-year data to the current-year UltraTax CS application (approx. 3 minutes)

Proforma data entry displays using the Data Entry Display 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 tab for the Federal or state application whose data entry displays you want to proforma.
3. Click the Input Screens button and select Data Entry Display from the drop-down menu.
4. Click the Restore Default button and choose Prior Year Display.
5. Repeat the process for any other state UltraTax CS applications for which you want to proforma the data entry displays.

Related topics

• Proforma process overview
• Proforma client data from previous year
• Proforma customized documents from previous year
• Proforma tax return or input screen print collations from the previous year
• Proforma customized electronic delivery passwords from the previous year

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