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 the donor and/or spouse gifts typically do not change from year to year, you can enter X in the Proforma all gifts field on the 709 screen to proforma information on the Gift and G529 screen in subsequent years.

To exclude a client from the range of clients aailable for proforma in next year's application, enter X in the Suppress next year's proforma field on the 709 screen.

If you leave the Proforma all gifts and Suppress next year's proforma fields blank, the information entered on the 709, Contact, Letter, Donee, and Trust screens and gifts for which you elected section 529 will proforma to next year; however, other information from the Gift and/or/ G529 screens will not proforma.

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